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PRIVATE WEALTH GROUP, LLC

TAMPA, FL · CRD 128560 · IAPD ↗ · privatewealthgroup.com · 813-226-1900

$274.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PRIVATE WEALTH GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — PRIVATE WEALTH GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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