RIA Intel›Advisers›Tennessee›PRIVATE WEALTH GROUP, LLC

PRIVATE WEALTH GROUP, LLC

Advisory

TN

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account

$85K

across 168 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

$14M

QUANTITATIVE SOLUTIONS, LLC

$14M

HAYS CAPITAL MANAGEMENT, LLC

$14M

THE STEWARDSHIP SOLUTION, LLC

$15M

TARRAGON CAPITAL, LLC

CHATTANOOGA, TN

$15M

EUGENE MAURY WADE, JR.

$15M

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