Private Wealth Management Group LLC
● SEC registered since 2013CRD 166539SEC# 801-77565Princeton, NJ
Reg. AUM
$612.8M
Employees
11
Accounts
1,001
Location
Princeton, NJ
Private Wealth Management Group LLC assets under management
Private Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Princeton, NJ. The firm has been registered since 2013. It reports $612.8 million in regulatory assets under management and employs 11 people.
Private Wealth Management Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel H Satz | Wealth Manager And Partner | Under 5% | 2024 |
| Robert B Dunn Control | Managing Principal, Cco | Over 75% | 2013 |
| Ryan M Vogel | Member, Senior Wealth Advisor | 10-25% | 2013 |
Frequently asked questions
How much does Private Wealth Management Group LLC manage?
Private Wealth Management Group LLC reports $612.8 million in regulatory assets under management on its Form ADV.
How many employees does Private Wealth Management Group LLC have?
Private Wealth Management Group LLC reports 11 employees.
Where is Private Wealth Management Group LLC located?
Private Wealth Management Group LLC is based in Princeton, NJ and has been SEC-registered since 2013.
Does Private Wealth Management Group LLC disclose fund performance?
Private Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 512 Executive Drive, Princeton, NJ 08540 |
| Phone | 609-921-7002 |
| Fax | 609-921-2858 |
| Office hours | 9 - 5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$612.8M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$612.8Mregulatory AUM
Discretionary $610.4MNon-discretionary $2.4M