Private Wealth Group, LLC
● SEC registered since 2007CRD 128560SEC# 801-67745Tampa, FL
Reg. AUM
$274M
Employees
2
Accounts
600
Location
Tampa, FL
Private Wealth Group, LLC assets under management
Private Wealth Group, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2007. It reports $274 million in regulatory assets under management and employs 2 people.
Private Wealth Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Estate of Stephen F Segundo | Owner | 50-75% | 2026 |
| Michael McLellan Anderson Control | Member | 25-50% | 2011 |
| Michael McLellan Anderson Control | Chief Compliance Officer | 25-50% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Private Wealth Group, LLC manage?
Private Wealth Group, LLC reports $274 million in regulatory assets under management on its Form ADV.
How many employees does Private Wealth Group, LLC have?
Private Wealth Group, LLC reports 2 employees.
Where is Private Wealth Group, LLC located?
Private Wealth Group, LLC is based in Tampa, FL and has been SEC-registered since 2007.
Does Private Wealth Group, LLC disclose fund performance?
Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634 |
| Phone | 813-226-1900 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1512780 |
| Discloses disciplinary history | No |
Regulatory AUM
$274M▼ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$274Mregulatory AUM
Discretionary $274M