PRIVATE WEALTH LLC
Legal name: PRIVATE WEALTH
CRD #293126 SEC #801-112668 PONTE VEDRA, FL (888)242-5740
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
6
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2018
- 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 |
|---|---|---|---|---|
| FRANSKOUSKY, ROBERT, REGIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORS REPRESENTATIVE | D | Control |
| FRANSKOUSKY, ROBERT, REGIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORS REPRESENTATIVE | D | Control |
| VIGIL, DAVID, JAMES | I | MANAGING MEMBER, INVESTMENT ADVISORS REPRESENTATIVE | D | Control |
| VIGIL, DAVID, JAMES | I | MANAGING MEMBER, INVESTMENT ADVISORS REPRESENTATIVE | D | Control |
Registrations
Federal
IA
Apr 2, 2018 REGISTERED
Notice Filings (3)
FL GA TX
Address
574 PONTE VEDRA BLVDPONTE VEDRA, FL 32082
United States
Phone: (888)242-5740