Private Wealth Consultants Ltd

Private Wealth Consultants Ltd (CRD# 112602) is a financial advisory firm headquartered in Toledo, OH. They manage $213,618,092 in 1,683 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,683
    ACCOUNTS
  • Average Account Value
    $126,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

CT, FL, GA, IN, MI, OH, PA, TX

Financial Advisors at Private Wealth Consultants Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Shams Afzal
CRD#: 6446314
6591 West Central Ave, Suite 108, Toledo, OH 43617
87
Wealthminder
score

Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Private Wealth Consultants Ltd in Toledo, OH and has 1 year of experience in the finance industry.

2
Douglas S. Miller
CRD#: 1946240
6591 West Central Ave, Suite 108, Toledo, OH 43617
51
Wealthminder
score

Douglas Miller (CRD# 1946240) is an Investment Advisor Representative working at Private Wealth Consultants Ltd in Toledo, OH and has over 28 years of experience in the finance industry.

3
Gary L. Rathbun
CRD#: 1084721
6591 W. Central Ave., Suite 108, Toledo, OH 43617
51
Wealthminder
score

Gary Rathbun (CRD# 1084721) is an Investment Advisor Representative working at Private Wealth Consultants Ltd in Toledo, OH and has over 30 years of experience in the finance industry.

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