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 7 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 5 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 18 years of experience in the finance industry.

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