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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- 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 |
|---|---|---|---|---|
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | PARTNER/OWNER | NA | |
| CALDWELL, TIMOTHY, A. M. | I | PARTNER/OWNER | NA | |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, PERKINS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HORNER, JOSEPH, PERKINS | I | PRESIDENT | E | Control |
| HORNER, JOSEPH, PERKINS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, P. | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, PERKINS | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, PERKINS | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, PERKINS | I | PRESIDENT | D | Control |
| HORNER, JOSEPH, PERKINS | I | PRESIDENT | D | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | C | Control |
| PITTMAN, ANNA | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PITTMAN, ANNA | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PITTMAN, ANNA | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | CHIEF FINANICAL OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | CHIEF FINANICAL OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | CHIEF FINANICAL OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | CHIEF FINANICAL OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | CHIEF FINANICAL OFFICER | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
| ROBBINS, SCOTT, M | I | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | B | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (4)
AR FL TN TX
Address
3725 CHAMPION HILLS DR.SUITE 1400
MEMPHIS, TN 38125
United States
Phone: 901-322-4212