Private Wealth Group, LLC

Private Wealth Group, LLC (CRD# 128560) is a financial advisory firm headquartered in Tampa, FL. They manage $119,666,142 in 526 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $227,502
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

CA, FL, NJ, NV, TX, UT

Financial Advisors at Private Wealth Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael M. Anderson
CRD#: 4692633
400 North Ashley Drive, Suite 2580, Tampa, FL 33602
93
Wealthminder
score

Michael Anderson (CRD# 4692633) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 8 years of experience in the finance industry.

2
Wendy E. Doran
CRD#: 5880920
400 North Ashley Drive, Suite 2580, Tampa, FL 33602
93
Wealthminder
score

Wendy Doran (CRD# 5880920) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 6 years of experience in the finance industry.

3
Stephen F. Segundo
CRD#: 2915678
400 North Ashley Drive, Suite 2580, Tampa, FL 33602
93
Wealthminder
score

Stephen Segundo (CRD# 2915678) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 19 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.