# PRIVATE WEALTH GROUP, LLC

PRIVATE WEALTH GROUP, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 128560
- Type: SEC-registered investment adviser
- SEC file number: 801-67745
- Location: 4902 EISENHOWER BLVD, SUITE 150, TAMPA, FL, 33634
- Phone: 813-226-1900
- Latest filing: 2026-04-01
- Regulatory AUM: $274.0M
- Discretionary AUM: $274.0M
- Clients: 2
- Accounts: 600

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Frank Segundo | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Michael Mclellan Anderson | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| SEGUNDO STEPHEN FRANK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| COVERLEY WILLIAM HAROLD | MEMBER; MEMBER & PRINCIPAL | — |
| ANDERSON MICHAEL MCLELLAN | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Joanna Segundo | PERSONAL REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128560/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128560/similar
- Related entities: https://search.stillhousedata.com/firm/128560/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128560

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.