P
CRD: 336590
Private Wealth Consulting, LLC
$259.3M Total AUM
$259.3M Disc. AUM
-- 3Y CAGR
4 Employees
143 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2026
- Office Locations
- 2
Office Locations
-- Beverly Hills MI
-- Kansas City MO
About Private Wealth Consulting, LLC
Private Wealth Consulting, LLC is a Kansas City-based RIA with 2 offices. The firm has been operating for 0 years. Managing $259.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
63 AVG AGE
$64.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
0.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD WAYNE HUBBS
Managing Member
- CRD
- #2522880
- Ownership
- 25% but less than 50%
Available
Available
Available
H
HARRISON MICHAEL HUBBS
Chief Compliance Officer
- CRD
- #8038286
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,339,738 | $861,594 |
| Non-Discretionary | $0 | -- |
| Total | $259,339,738 | $861,594 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing