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
- 05-31-2002
- Office Locations
- 1
Office Locations
About Private Wealth Management, Inc.
Private Wealth Management, Inc. is a Memphis-based RIA serving retail and institutional investors, including entrepreneurs, with process-driven portfolio management and financial planning. The firm tracks 30 economic indicators each month, leverages third-party macro research, and uses a proprietary equity signal aimed at avoiding significant market declines and managing downside risk through full cycles. Reported SMA assets include ETFs and public funds; custody includes Schwab.
Reported data analysis
What the numbers show
Between October 14, 2025 and March 13, 2026, reported AUM increased 8.4%, from $768.2M to $832.5M.
Across 5 reported observations, AUM increased 0.4% between March 11, 2022 and March 13, 2026, from $829.4M to $832.5M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 4 advisory representatives and 141 clients, or 35.3 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Private Wealth Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Private Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH P. HORNER
Advisory Board Member, President
- CRD
- #1747094
- Ownership
- 50% but less than 75%
SCOTT M ROBBINS
Chief Compliance Officer, Director
- CRD
- #4540655
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $832,495,124 | $1,457,960 |
| Total | $832,495,124 | $1,457,960 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Private Wealth Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.