Private Group Wealth Management, LLC

Private Group Wealth Management, LLC (CRD# 118231) is a financial advisory firm headquartered in , . They manage $56,500,000 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $379,195
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.

FL, TX

Financial Advisors at Private Group Wealth Management, LLC
Showing 1 - 3 of 3 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 20 years of experience in the finance industry.

2
Raul M. Calvoz
CRD#: 6348291
900 Congress Ave, Suite 210, Austin, TX 78701
88
Wealthminder
score

Raul Calvoz (CRD# 6348291) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.

3
Raymond A. Rodriguez
CRD#: 402397
800 N. Shoreline Blvd, Suite 1200b South, Corpus Christi, TX 78401
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 22 years of experience in the finance industry.

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