Private Wealth Management Group, LLC
Private Wealth Management Group, LLC is a registered investment advisory firm headquartered in Princeton, New Jersey. It is incorporated in NJ and files regular reports with the SEC (CIK: 0002011342). The firm serves primarily high net worth individuals, as well as a small number of charitable organizations. The company appears to be a boutique wealth management firm with a small team size, focusing on individualized client solutions and financial planning.
Investment Strategy
The firm primarily manages non-discretionary assets for high net worth individuals. Its strategy centers on client-directed investment management, helping clients structure and oversee diversified portfolios. AUM breakdown shows that $743.1 million serves high net worth individuals, with smaller allocations to other client types. There is no evidence of proprietary products or pooled vehicles; the firm focuses on wealth preservation, customized planning, and growth for personal and family accounts.
Top Holdings
Equity Positions (1,463)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 9.86% | $35.8M | 928,761 | $29.73 | $38.57 | +$2.7M |
D DFGX | DIMENSIONAL ETF TRUST | 8.07% | $29.3M | 543,500 | $53.96 | $53.96 | +$29.3M |
D DFAU | DIMENSIONAL ETF TRUST | 6.57% | $23.9M | 521,724 | $40.97 | $45.76 | +$6.1M |
V VGIT | VANGUARD SCOTTSDALE FDS | 5.92% | $21.5M | 358,265 | $59.15 | $60.03 | +$1.1M |
D DFIC | DIMENSIONAL ETF TRUST | 5.40% | $19.6M | 598,683 | $25.79 | $32.79 | +$1.0M |