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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight
- 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.
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Investment Themes
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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%
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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 |
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Separately Managed Accounts
Total SMA Asset: $832,495,124
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $305,999,104 | 12.2% |
| Equity - Exchange | $812,653,357 | 32.4% |
| Cash | $173,065,067 | 6.9% |
| Municipal Bonds | $481,572,360 | 19.2% |
| U.S. Government/Agency | $255,835,316 | 10.2% |
| Corporate - Non-Investment Grade | $479,064,169 | 19.1% |
| Total | $2,508,189,373 | 100.0% |