← Tributary

PRIVATE WEALTH MANAGEMENT, INC.

MEMPHIS, TN · CRD 120823 · IAPD ↗ · 901-322-4212

$832.5MRegulatory AUM
4Advisory reps
4Employees
10Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — PRIVATE WEALTH MANAGEMENT, INC. now reports custody of client assets ($156.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
March 2024 — PRIVATE WEALTH MANAGEMENT, INC. notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.