# PRIVATE WEALTH MANAGEMENT, LLC

PRIVATE WEALTH MANAGEMENT, LLC of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 282801
- Type: SEC-registered investment adviser
- Location: 600 EAGLEVIEW BLVD, EXTON, PA, 19341
- Phone: (215) 582-9537
- Latest filing: 2026-03-19
- Regulatory AUM: $72.0M
- Discretionary AUM: $72.0M
- Clients: 2
- Accounts: 107

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282801/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282801/similar
- Related entities: https://search.stillhousedata.com/firm/282801/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282801

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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.