CRD: 172613
Private Client Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2014
- Office Locations
- 2
Office Locations
About Private Client Wealth Advisors, LLC
Private Client Wealth Advisors is a fiduciary RIA serving individuals and families, with comprehensive planning for retirement, estate, and charitable giving alongside portfolio management. The firm also partners with retirement plan and business clients as a co-fiduciary, focusing on risk management, plan compliance, and retirement readiness. Portfolios are commonly implemented with ETFs and fixed income, supported by an online “Risk Number” risk-tolerance assessment.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
RUSH BARRETT STEELMAN JR.
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2596300
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael T Cleary
Wealth Advisor
- CRD
- #2533265
PATRICK JOHN CLEARY
Wealth Advisor
- CRD
- #2640791
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,180,567 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $42,380,567 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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