← Tributary

U.S. PRIVATE WEALTH, LLC

PALM BEACH GARDENS, FL · CRD 167288 · IAPD ↗ · 561.855.4635

$200.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — U.S. PRIVATE WEALTH, LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $200.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
February 2026 — U.S. PRIVATE WEALTH, LLC (PALM BEACH GARDENS, FL) is newly SEC-registered with $173.7M RAUM and 3 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.