PRIVATE WEALTH CONSULTING, LLC

PRIVATE WEALTH CONSULTING, LLC is an SEC-registered investment adviser (CRD 336590). Regulatory assets under management: $259.3M.

Registration

• CRD: 336590
• SEC file number: 801-135001
• Type: Registered investment adviser
• Phone: (816) 888-9888
• Latest filing: 2026-05-11
• Regulatory AUM: $259.3M
• Discretionary AUM: $259.3M
• Clients: 4
• Accounts: 301

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search