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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | MANAGING MEMBER | D | Control |
| SEGUNDO, STEPHEN, FRANK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | C | Control |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER & PRINCIPAL | C | Control |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER & PRINCIPAL | C | Control |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER & PRINCIPAL | C | Control |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | B | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | B | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | B | |
| ANDERSON, MICHAEL, MCLELLAN | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B | |
| COVERLEY, WILLIAM, HAROLD | I | MEMBER | B |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (7)
CA CO FL NJ NV TX UT
Address
4902 EISENHOWER BLVDSUITE 150
TAMPA, FL 33634
United States
Phone: 813-226-1900