PRIVATE WEALTH MANAGEMENT, LLC

PRIVATE WEALTH MANAGEMENT, LLC of EXTON, PA is an SEC-registered investment adviser (CRD 282801). Regulatory assets under management: $72.0M.

Registration

• CRD: 282801
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282801 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search