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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-11-2004
- Office Locations
- 1
Office Locations
About Private Wealth Group, LLC
Private Wealth Group, LLC is a Tampa-based advisory firm serving retail and institutional investors with dynamically managed portfolios focused on risk management across full market cycles. The firm employs its Intelligent Equity and Dynamic Fixed Income approaches to participate in uptrends while seeking to limit peak-to-trough drawdowns. PWG also builds custom portfolios using ETFs, mutual funds, individual securities, and select private placements; custody includes Pershing.
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Owner & Executives
MICHAEL MCLELLAN ANDERSON
Vice President
- CRD
- #4692633
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,030,731 | $456,718 |
| Non-Discretionary | $0 | -- |
| Total | $274,030,731 | $456,718 |
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Separately Managed Accounts
Total SMA Asset: $274,030,731
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $757,749,158 | 25.9% |
| Cash | $669,978,985 | 22.9% |
| Equity - Exchange | $1,129,309,555 | 38.6% |
| Private Funds | $368,634,725 | 12.6% |
| Total | $2,925,672,423 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST MATRIX DELTA | PATHWAY BRIDGE | 09QLMHRXS | YMJ | 5.89% | $55,236,758 |
| PEAK OPTIMA | SIGNAL FRONTIER | PNXD70XOE | KCUC | 3.50% | $6,151,188 |
| DELTA VECTOR | SUMMIT ELEMENT | DZ889OCSY | COW | 2.17% | $91,550,726 |
| FRONTIER INSIGHT HARBOR | EMBER WAVE | LTODXCJAO | UHI | 0.70% | $62,004,809 |
| UNISON NORTH | INSIGHT VECTOR | NLMJ4DF5N | STP | 5.61% | $22,644,715 |
| SIGNAL MOMENTUM OPTIMA | ATLAS CREST | 5EO345319 | TRUI | 5.49% | $103,876,699 |
| VECTOR ALPHA | HORIZON RIDGE | 4KUDA5RPO | IOLC | 12.55% | $51,383,110 |
| MATRIX ZENITH PIONEER | CAPITAL DELTA | UXULW1BL3 | ZEV | 7.13% | $32,363,752 |