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PRIVATE WEALTH CONSULTING, LLC

· CRD 336590 · IAPD ↗ · privatewealthconsultingllc.com · (816) 888-9888

$259.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
June 2026 — PRIVATE WEALTH CONSULTING, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2026 — PRIVATE WEALTH CONSULTING, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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
60
December 2025 — PRIVATE WEALTH CONSULTING, LLC (location n/a) left the SEC roster (was $0 RAUM, 4 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
August 2025 — PRIVATE WEALTH CONSULTING, LLC (location n/a) is newly SEC-registered with $0 RAUM and 4 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.