# U.S. PRIVATE WEALTH, LLC

U.S. PRIVATE WEALTH, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 167288
- Type: SEC-registered investment adviser
- SEC file number: 801-135084
- Location: 3001 PGA BOULEVARD, SUITE 103, PALM BEACH GARDENS, FL, 33410
- Phone: 561.855.4635
- Latest filing: 2026-03-20
- Regulatory AUM: $200.3M
- Discretionary AUM: $200.3M
- Clients: 3
- Accounts: 489

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael David Wall | MANAGING MEMBER | Palm Beach Gardens, FL |
| Dalton Jacob Helvey | CCO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-12-05 | regulatory | PENNSYLVANIA FOUND WPW AND MR. WALL TO HAVE RECOMMENDED AND SOLD SECURITIES TO AT LEAST ONE PENNSYLVANIA CLIENT THAT WAS OVER THE LIMIT OF 10% OF THE CLIENT'S TOTAL NET WORTH (OVER CONCENTRATION). | Final | $60K |
| 2016-09-26 | regulatory | FLORIDA FOUND MR. WALL DID NOT MAINTAIN AN ACCURATE FORM U4 OR COMPLY WITH THE CUSTODY REQUIREMENTS UNDER FLORIDA STATUTES. | Final | $15K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167288/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167288/similar
- Related entities: https://search.stillhousedata.com/firm/167288/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167288

---

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.