← Tributary

PRIVATE WEALTH MANAGEMENT LLC

· CRD 137770 · IAPD ↗ · (702) 734-1475

$126.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — PRIVATE WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered with $123.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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