Private Wealth Group, LLC

Private Wealth Group, LLC (CRD# 128560) is a financial advisory firm headquartered in Tampa, FL. They manage $200,693,025 in 524 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $383,002
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, CO, FL, NJ, NV, TX, UT

Financial Advisors at Private Wealth Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael M. Anderson
CRD#: 4692633
4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634

Michael Anderson (CRD# 4692633) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 12 years of experience in the finance industry.

2
Stephen F. Segundo
CRD#: 2915678
4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634

Stephen Segundo (CRD# 2915678) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 23 years of experience in the finance industry.

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