PRIVATE WEALTH MANAGEMENT, INC.
CRD #120823 SEC #801-61214 MEMPHIS, TN 901-322-4212
SEC Registered
Total AUM
$768.2M
Discretionary
$0
Employees
4
Clients
101
Accounts
577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $768.2M | $0 | $768.2M | 4 | 10 |
| Mar 2025 | $768.2M | $0 | $768.2M | 4 | 10 |
| Feb 2024 | $699.2M | $0 | $699.2M | 4 | 10 |
| Nov 2023 | $681.6M | $0 | $681.6M | 4 | 10 |
| Mar 2023 | $793.1M | $0 | $793.1M | 4 | 0 |
| Mar 2022 | $829.4M | $0 | $829.4M | 4 | 0 |
| Mar 2021 | $741.2M | $0 | $741.2M | 4 | 0 |
| Jun 2020 | $623.6M | $0 | $623.6M | 4 | 0 |
| Mar 2020 | $623.6M | $0 | $623.6M | 4 | 0 |
| May 2019 | $590.6M | $0 | $590.6M | 4 | 0 |
| Mar 2019 | $590.6M | $0 | $590.6M | 4 | 0 |
| Dec 2018 | $600.1M | $0 | $600.1M | 4 | 0 |
| Mar 2018 | $600.1M | $0 | $600.1M | 4 | 0 |
| Mar 2017 | $540.7M | $0 | $540.7M | 4 | 26 |
| Feb 2016 | $476.2M | $0 | $476.2M | 4 | 26 |
| Mar 2015 | $483.8M | $0 | $483.8M | 4 | 26 |
| Mar 2014 | $439.9M | $0 | $439.9M | 3 | 26 |
| Apr 2013 | $363.2M | $0 | $363.2M | 3 | 26 |
| Mar 2012 | $314.2M | $0 | $314.2M | 1 | 26 |
| Mar 2011 | $339.1M | $0 | $339.1M | 5 | -- |
| Apr 2010 | $308.2M | $0 | $308.2M | 5 | -- |
| Mar 2008 | $371.1M | $0 | $371.1M | 10 | -- |
| Mar 2007 | $360.6M | $0 | $360.6M | 10 | -- |
| Jul 2004 | $239.8M | $0 | $239.8M | 5 | -- |
| Apr 2004 | $239.8M | $0 | $239.8M | 5 | -- |
| Mar 2004 | $239.8M | $0 | $239.8M | 5 | -- |
DateOct 2025
Total AUM$768.2M
Discretionary$0
Non-Disc.$768.2M
Employees4
Clients10
DateMar 2025
Total AUM$768.2M
Discretionary$0
Non-Disc.$768.2M
Employees4
Clients10
DateFeb 2024
Total AUM$699.2M
Discretionary$0
Non-Disc.$699.2M
Employees4
Clients10
DateNov 2023
Total AUM$681.6M
Discretionary$0
Non-Disc.$681.6M
Employees4
Clients10
DateMar 2023
Total AUM$793.1M
Discretionary$0
Non-Disc.$793.1M
Employees4
Clients0
DateMar 2022
Total AUM$829.4M
Discretionary$0
Non-Disc.$829.4M
Employees4
Clients0
DateMar 2021
Total AUM$741.2M
Discretionary$0
Non-Disc.$741.2M
Employees4
Clients0
DateJun 2020
Total AUM$623.6M
Discretionary$0
Non-Disc.$623.6M
Employees4
Clients0
DateMar 2020
Total AUM$623.6M
Discretionary$0
Non-Disc.$623.6M
Employees4
Clients0
DateMay 2019
Total AUM$590.6M
Discretionary$0
Non-Disc.$590.6M
Employees4
Clients0
DateMar 2019
Total AUM$590.6M
Discretionary$0
Non-Disc.$590.6M
Employees4
Clients0
DateDec 2018
Total AUM$600.1M
Discretionary$0
Non-Disc.$600.1M
Employees4
Clients0
DateMar 2018
Total AUM$600.1M
Discretionary$0
Non-Disc.$600.1M
Employees4
Clients0
DateMar 2017
Total AUM$540.7M
Discretionary$0
Non-Disc.$540.7M
Employees4
Clients26
DateFeb 2016
Total AUM$476.2M
Discretionary$0
Non-Disc.$476.2M
Employees4
Clients26
DateMar 2015
Total AUM$483.8M
Discretionary$0
Non-Disc.$483.8M
Employees4
Clients26
DateMar 2014
Total AUM$439.9M
Discretionary$0
Non-Disc.$439.9M
Employees3
Clients26
DateApr 2013
Total AUM$363.2M
Discretionary$0
Non-Disc.$363.2M
Employees3
Clients26
DateMar 2012
Total AUM$314.2M
Discretionary$0
Non-Disc.$314.2M
Employees1
Clients26
DateMar 2011
Total AUM$339.1M
Discretionary$0
Non-Disc.$339.1M
Employees5
Clients--
DateApr 2010
Total AUM$308.2M
Discretionary$0
Non-Disc.$308.2M
Employees5
Clients--
DateMar 2008
Total AUM$371.1M
Discretionary$0
Non-Disc.$371.1M
Employees10
Clients--
DateMar 2007
Total AUM$360.6M
Discretionary$0
Non-Disc.$360.6M
Employees10
Clients--
DateJul 2004
Total AUM$239.8M
Discretionary$0
Non-Disc.$239.8M
Employees5
Clients--
DateApr 2004
Total AUM$239.8M
Discretionary$0
Non-Disc.$239.8M
Employees5
Clients--
DateMar 2004
Total AUM$239.8M
Discretionary$0
Non-Disc.$239.8M
Employees5
Clients--