U.S. PRIVATE WEALTH, LLC
CRD #167288 SEC #801-135084 PALM BEACH GARDENS, FL 561.855.4635
SEC Registered Disclosures
Total AUM
$173.7M
Discretionary
$173.7M
Employees
3
Clients
11
Accounts
463
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 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 |
|---|---|---|---|---|
| Helvey, Dalton, Jacob | I | CCO | NA | Control |
| WALL, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (5)
AR FL NJ PA TX
Address
3001 PGA BOULEVARDSUITE 103
PALM BEACH GARDENS, FL 33410
United States
Phone: 561.855.4635