Private Group Wealth Management, LLC

Private Group Wealth Management, LLC (CRD# 118231) is a financial advisory firm headquartered in , . They manage $84,000,000 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $552,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Private Group Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick L. Moore
CRD#: 2691683
Fredericksburg, TX
93
Wealthminder
score

Patrick Moore (CRD# 2691683) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Fredericksburg, TX and has over 22 years of experience in the finance industry.

2
Raymond A. Rodriguez
CRD#: 402397
221-a Louisiana Avenue, Corpus Christi, TX 78404
58
Wealthminder
score

Raymond Rodriguez (CRD# 402397) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Corpus Christi, TX and has over 23 years of experience in the finance industry.

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