Private Wealth Management, LLC

Private Wealth Management, LLC (CRD# 282801) is a financial advisory firm headquartered in Extom, PA. They manage $50,000,000 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
600 Eagleview Blvd, Suite #300, Extom, PA 19341
https://www.privatewealthpa.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $574,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Picinich, financial advisor Extom PA
Daniel J. Picinich
CRD#: 3031550
600 Eagleview Blvd, Suite #300, Extom, PA 19341

Daniel Picinich (CRD# 3031550) is an Investment Advisor Representative working at Private Wealth Management, LLC in Extom, PA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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