Private Wealth Management, LLC

Private Wealth Management, LLC (CRD# 282801) is a financial advisory firm headquartered in Downingtown, PA. They manage $48,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $800,000
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
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.

PA

Financial Advisors at Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Picinich
CRD#: 3031550
257 W. Uwchlan Ave, Suite 230, Downingtown, PA 19335
96
Wealthminder
score

Daniel Picinich (CRD# 3031550) is an Investment Advisor Representative working at Private Wealth Management, LLC in Downingtown, PA and has over 17 years of experience in the finance industry. Daniel Picinich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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