PRIVATE WEALTH CONSULTING, LLC
SEC Form ADV profile.
Total regulatory AUM
$259,339,738
Discretionary
$259,339,738
Non-discretionary
$0
Firm details
- CRD number
- 336590
- SEC file number
- 801-135001
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.