PRIVATE WEALTH MANAGEMENT, INC.

3725 Champion Hills Dr.
Suite 1400
Memphis, Tennessee 38125
Tel: 901-322-4212

About PRIVATE WEALTH MANAGEMENT, INC.

PRIVATE WEALTH MANAGEMENT, INC, formally registered with the SEC as PRIVATE WEALTH MANAGEMENT, INC. The firm was established in 05/31/2002. They have over 1 offices throughout the country.

PRIVATE WEALTH MANAGEMENT, INC. is a Memphis, Tennessee based Financial Planning firm with nearly $699,203,743 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120823
SEC#	801-61214
Assets Managed by Firm	$699,203,743
No. of Clients	509
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	509	$699,203,743
Individuals (other than high net worth individuals)	44	$14,416,795
High net worth individuals	74	$677,090,319
Charitable organizations	Fewer than 5 clients	$6,958,435
Corporations or other businesses	Fewer than 5 clients	$738,194

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