# PRIVATE WEALTH MANAGEMENT GROUP LLC

PRIVATE WEALTH MANAGEMENT GROUP LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 166539
- Type: SEC-registered investment adviser
- SEC file number: 801-77565
- Location: 512 EXECUTIVE DRIVE, PRINCETON, NJ, 08540
- Phone: 609-921-7002
- Latest filing: 2026-03-25
- Regulatory AUM: $612.8M
- Discretionary AUM: $610.4M
- Non-discretionary AUM: $2.4M
- Clients: 11
- Accounts: 1,001

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert B Dunn | MANAGING PRINCIPAL, CCO | — |
| Ryan M Vogel | MEMBER, SENIOR WEALTH ADVISOR | — |
| Daniel H Satz | WEALTH MANAGER AND PARTNER | — |
| DUNN ROBERT B | MANAGING PRINCIPAL, CCO | — |
| VOGEL RYAN M | MEMBER, SENIOR WEALTH ADVISOR | — |
| SATZ DANIEL H | WEALTH MANAGER AND PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166539/similar
- Related entities: https://search.stillhousedata.com/firm/166539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166539

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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.