PRIVATE WEALTH GROUP, LLC
CRD #128560 SEC #801-67745 TAMPA, FL 813-226-1900
SEC Registered
Total AUM
$281.8M
Discretionary
$281.8M
Employees
3
Clients
--
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $281.8M | $281.8M | $0 | 3 | 0 |
| Aug 2025 | $281.8M | $281.8M | $0 | 3 | 0 |
| Feb 2025 | $281.8M | $281.8M | $0 | 3 | 0 |
| Mar 2024 | $266.5M | $266.5M | $6.2K | 3 | 0 |
| Mar 2023 | $227.1M | $223.6M | $3.5M | 4 | 0 |
| Nov 2022 | $219.5M | $213.7M | $5.8M | 4 | 0 |
| Mar 2022 | $219.5M | $213.7M | $5.8M | 4 | 0 |
| Mar 2021 | $200.7M | $194.6M | $6.1M | 4 | 0 |
| Jan 2021 | $171.6M | $166M | $5.6M | 4 | 0 |
| Jun 2020 | $171.6M | $166M | $5.6M | 4 | 0 |
| Feb 2020 | $171.6M | $166M | $5.6M | 4 | 0 |
| Mar 2019 | $141.2M | $136M | $5.3M | 4 | 0 |
| Mar 2018 | $138.9M | $133.3M | $5.6M | 4 | 0 |
| Mar 2017 | $138.9M | $132M | $6.9M | 4 | 200 |
| Jan 2017 | $119.7M | $112.1M | $7.6M | 4 | 100 |
| Mar 2016 | $119.7M | $112.1M | $7.6M | 4 | 100 |
| Oct 2015 | $93.7M | $81M | $12.7M | 4 | 100 |
| Mar 2015 | $93.7M | $81M | $12.7M | 4 | 100 |
| Mar 2014 | $95.3M | $80M | $15.3M | 4 | 100 |
| Mar 2013 | $115.5M | $104.3M | $11.2M | 3 | 100 |
| Jul 2012 | $137.8M | $130.1M | $7.6M | 1 | 119 |
| Apr 2012 | $137.8M | $130.1M | $7.6M | 1 | 119 |
| Mar 2011 | $120.8M | $105.3M | $15.4M | 5 | -- |
| Mar 2009 | $69.7M | $69.3M | $375.6K | 5 | -- |
| Mar 2008 | $69.4M | $34M | $35.4M | 5 | -- |
| Mar 2007 | $25.8M | $3 | $25.8M | 5 | -- |
DateDec 2025
Total AUM$281.8M
Discretionary$281.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$281.8M
Discretionary$281.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$281.8M
Discretionary$281.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$266.5M
Discretionary$266.5M
Non-Disc.$6.2K
Employees3
Clients0
DateMar 2023
Total AUM$227.1M
Discretionary$223.6M
Non-Disc.$3.5M
Employees4
Clients0
DateNov 2022
Total AUM$219.5M
Discretionary$213.7M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2022
Total AUM$219.5M
Discretionary$213.7M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2021
Total AUM$200.7M
Discretionary$194.6M
Non-Disc.$6.1M
Employees4
Clients0
DateJan 2021
Total AUM$171.6M
Discretionary$166M
Non-Disc.$5.6M
Employees4
Clients0
DateJun 2020
Total AUM$171.6M
Discretionary$166M
Non-Disc.$5.6M
Employees4
Clients0
DateFeb 2020
Total AUM$171.6M
Discretionary$166M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2019
Total AUM$141.2M
Discretionary$136M
Non-Disc.$5.3M
Employees4
Clients0
DateMar 2018
Total AUM$138.9M
Discretionary$133.3M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2017
Total AUM$138.9M
Discretionary$132M
Non-Disc.$6.9M
Employees4
Clients200
DateJan 2017
Total AUM$119.7M
Discretionary$112.1M
Non-Disc.$7.6M
Employees4
Clients100
DateMar 2016
Total AUM$119.7M
Discretionary$112.1M
Non-Disc.$7.6M
Employees4
Clients100
DateOct 2015
Total AUM$93.7M
Discretionary$81M
Non-Disc.$12.7M
Employees4
Clients100
DateMar 2015
Total AUM$93.7M
Discretionary$81M
Non-Disc.$12.7M
Employees4
Clients100
DateMar 2014
Total AUM$95.3M
Discretionary$80M
Non-Disc.$15.3M
Employees4
Clients100
DateMar 2013
Total AUM$115.5M
Discretionary$104.3M
Non-Disc.$11.2M
Employees3
Clients100
DateJul 2012
Total AUM$137.8M
Discretionary$130.1M
Non-Disc.$7.6M
Employees1
Clients119
DateApr 2012
Total AUM$137.8M
Discretionary$130.1M
Non-Disc.$7.6M
Employees1
Clients119
DateMar 2011
Total AUM$120.8M
Discretionary$105.3M
Non-Disc.$15.4M
Employees5
Clients--
DateMar 2009
Total AUM$69.7M
Discretionary$69.3M
Non-Disc.$375.6K
Employees5
Clients--
DateMar 2008
Total AUM$69.4M
Discretionary$34M
Non-Disc.$35.4M
Employees5
Clients--
DateMar 2007
Total AUM$25.8M
Discretionary$3
Non-Disc.$25.8M
Employees5
Clients--