CRD: 167288
U.s. Private Wealth, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2013
- Office Locations
- 1
Office Locations
About U.s. Private Wealth, LLC
U.S. Private Wealth, LLC builds client portfolios with disciplined fundamental equity research focused on consistent earnings growth, proven management, and durable competitive advantages, complemented by vetted off-market alternative investments to help reduce volatility and market risk. Serves retail investors including business owners and entrepreneurs, with comprehensive planning and portfolio construction. Custodies with Schwab and Pershing. Founder Michael D. Wall is a national media contributor (CNBC, Fox Business, Bloomberg).
Team overview
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Technology
Owner & Executives
MICHAEL DAVID WALL
Chief Executive Officer, Founder, Managing Member
- CRD
- #5309868
- Ownership
- 75% or more
Dalton Jacob Helvey
Chief Compliance Officer, Portfolio Manager
- CRD
- #6928893
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Steven Michael Snowden
Investment Advisor Representative
- CRD
- #7217348
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,327,081 | $409,667 |
| Non-Discretionary | $0 | -- |
| Total | $200,327,081 | $409,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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