U.S. Private Wealth, LLC
● SEC registered since 2026CRD 167288SEC# 801-135084Palm Beach Gardens, FL
Reg. AUM
$200.3M
Employees
3
Accounts
489
Location
Palm Beach Gardens, FL
U.S. Private Wealth, LLC assets under management
U.S. Private Wealth, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2026. It reports $200.3 million in regulatory assets under management and employs 3 people.
U.S. Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dalton Jacob Helvey Control | Cco | Under 5% | 2025 |
| Michael David Wall Control | Managing Member | Over 75% | 2013 |
Frequently asked questions
How much does U.S. Private Wealth, LLC manage?
U.S. Private Wealth, LLC reports $200.3 million in regulatory assets under management on its Form ADV.
How many employees does U.S. Private Wealth, LLC have?
U.S. Private Wealth, LLC reports 3 employees.
Where is U.S. Private Wealth, LLC located?
U.S. Private Wealth, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2026.
Does U.S. Private Wealth, LLC disclose fund performance?
U.S. Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3001 Pga Boulevard, Suite 103, Palm Beach Gardens, FL 33410 |
| Phone | 561.855.4635 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$200.3M▲ 15%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$200.3Mregulatory AUM
Discretionary $200.3M