$126.2M Total AUM
$126.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2005
- Office Locations
- 1
Office Locations
1308 Reisling Court LAS Vegas NV
About Private Wealth Management LLC
Private Wealth Management & Consulting provides financial planning and portfolio guidance for individuals, executives, and business owners, with emphasis on retirement, estate planning, and income distribution strategies. The firm publishes a weekly market insights commentary each Monday and, per its public profile, primarily implements portfolios using ETFs and custody relationships including Charles Schwab.
Team overview
-- AVG AGE
$126.2M AVG AUM / ADVISOR
$10.5M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs 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
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DEON MARYANN BLANEY
Chief Compliance Officer, Managing Member
- CRD
- #3071454
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,232,643 | $4,855,102 |
| Non-Discretionary | $0 | -- |
| Total | $126,232,643 | $4,855,102 |
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 | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing