PRIVATE WEALTH CONSULTANTS LTD
CRD #112602 SEC #801-57364 TOLEDO, OH 419-842-0334
SEC Registered
Total AUM
$246.8M
Discretionary
$192.8M
Employees
10
Clients
26
Accounts
1,725
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | CHIEF COMPLIANCE OFFICER | NA | |
| Afzal, Shams | I | CHIEF COMPLIANCE OFFICER | NA | |
| Afzal, Shams | I | CHIEF COMPLIANCE OFFICER (FORMER) | NA | |
| GANT, DERICK, LEON | I | PRINCIPAL | NA | |
| GANT, DERICK, LEON | I | PRINCIPAL | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROVES, MARIE, NANCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| MILLER, DOUGLAS, SCOTT | I | PRESIDENT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| PIGOTT, THOMAS, D | I | SMALL BUSINESS CONSULTANT | NA | |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT/CCO | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | PRESIDENT | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| RATHBUN, GARY, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A | |
| RUHYLE, JAMES, P | I | CHIEF OPERATING OFFICER | A |
Registrations
Federal
IA
Mar 30, 2018 REGISTERED
Notice Filings (8)
CT FL GA IN MI OH PA TX
Address
6591 WEST CENTRAL AVESUITE 108
TOLEDO, OH 43617
United States
Phone: 419-842-0334