Private Wealth Group, LLC
Private Wealth Group, LLC is a registered investment adviser headquartered in Tampa, Florida. Founded in 2004, it provides strategic planning and investment advisory services, specializing in business, estate, retirement, wealth accumulation/protection, and distribution planning. The firm serves a primarily high-net-worth and affluent client base including individuals, families, and charitable organizations, and is staffed by a small team of experienced professionals. As of March 2023, the firm managed approximately $227 million in assets for 577 accounts, with a staff of 4 employees.
Investment Strategy
Private Wealth Group, LLC utilizes a holistic and client-centric approach to wealth management, emphasizing tailored financial strategies and advanced planning based on the latest tax, legal, and investment product developments. The firm engages in comprehensive financial planning, including estate, business, and retirement planning for high-net-worth individuals and families, leveraging collaborative expertise and an adaptive planning process to optimize wealth accumulation and preservation.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 28.47% | $57.2M | 730,347 | $51.85 | $78.34 | +$5.3M |
B BIL | SPDR SERIES TRUST | 7.24% | $14.5M | 158,504 | $91.68 | $91.75 | -$6.2M |
S SPTS | SPDR SERIES TRUST | 5.24% | $10.5M | 359,390 | $29.37 | $29.32 | +$4.2M |
S SPYV | SPDR SERIES TRUST | 5.22% | $10.5M | 189,510 | $42.71 | $55.33 | +$1.2M |
T TDIV | FIRST TR EXCHANGE TRADED FD | 4.57% | $9.2M | 93,210 | $58.21 | $98.59 | -$856.7K |