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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex atlasVital +more
- Established Date
- 01-02-2002
- Office Locations
- 2
Office Locations
About Private Group Wealth Management, LLC
Private Group Wealth Management, LLC is an independent, fee-only Texas RIA providing comprehensive financial planning and portfolio management for individuals, families, and growing businesses, including design and ongoing oversight of compliant 401(k) retirement plans. The firm blends fundamental and technical research with sector and business-cycle rotation, and delivers tax-aware advice supported by an in-house CPA.
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Owner & Executives
PATRICK LENOYD MOORE
Owner
- CRD
- #2691683
- Ownership
- 50% but less than 75%
RAYMOND ANTHONY RODRIGUEZ
Financial Professional
- CRD
- #402397
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,857,316,870 | 32.1% |
| Equity - Exchange | $2,314,413,545 | 40.0% |
| Cash | $1,614,303,447 | 27.9% |
| Total | $5,786,033,862 | 100.0% |