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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2016
- Office Locations
- 1
Office Locations
About Private Wealth Management, LLC
Private Wealth Management, LLC is a retail-focused RIA in Exton, PA providing financial planning and portfolio construction, including retirement, tax and estate planning and insurance guidance. Investment commentary highlights income and options-based approaches (dividend reinvestment, covered calls) alongside risk management and asset allocation using ETFs and mutual funds, with fixed income exposure. Custody includes Schwab and TD Ameritrade.
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Owner & Executives
DANIEL JOSEPH PICINICH
Financial Advisor, General Partner, President
- CRD
- #3031550
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CAROL PATRICIA BRADLEY
--
- CRD
- #4311336
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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