RIA Intel›Advisers›Pennsylvania›PRIVATE WEALTH MANAGEMENT, LLC

PRIVATE WEALTH MANAGEMENT, LLC

Advisory

EXTON, PA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in PA
#953
of 1,528 advisers by AUM
Average account
$673K
across 107 accounts
AUM per adviser
$72M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$72M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$72M
Discretionary AUM$72M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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