First Private Wealth Management, Inc.
First Private Wealth Management, Inc. (CRD# 149605) is a financial advisory firm headquartered in Dallas, TX. They manage $17,420,960 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$335,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses