Private Wealth Management, Inc.
● SEC registered since 2002CRD 120823SEC# 801-61214Memphis, TN
Reg. AUM
$832.5M
Employees
4
Accounts
571
Location
Memphis, TN
Private Wealth Management, Inc. assets under management
Private Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 2002. It reports $832.5 million in regulatory assets under management and employs 4 people.
Private Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph P. Horner Control | President | 50-75% | 2002 |
| Scott M Robbins Control | Vice President - Chief Compliance Officer | 25-50% | 2002 |
Frequently asked questions
How much does Private Wealth Management, Inc. manage?
Private Wealth Management, Inc. reports $832.5 million in regulatory assets under management on its Form ADV.
How many employees does Private Wealth Management, Inc. have?
Private Wealth Management, Inc. reports 4 employees.
Where is Private Wealth Management, Inc. located?
Private Wealth Management, Inc. is based in Memphis, TN and has been SEC-registered since 2002.
Does Private Wealth Management, Inc. disclose fund performance?
Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3725 Champion Hills Dr., Suite 1400, Memphis, TN 38125 |
| Phone | 901-322-4212 |
| Fax | 901-322-4211 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$832.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$832.5Mregulatory AUM
Discretionary $0Non-discretionary $832.5M