Fee-only adviser · Exton, PA
Private Wealth Management, LLC
Private Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Exton, Pennsylvania. On its latest Form ADV, filed March 19, 2026, it reports $72M in regulatory assets under management, 43 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 282801 |
| Office | 600 Eagleview Blvd Suite #300 Exton, PA 19341 |
| Phone | (215) 582-9537 |
| Website | www.privatewealthpa.com |
| Regulatory assets under management | $72M |
| Individual clients | 40 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Exton
- Summit Group Retirement Planners, Inc. $302M
- Ehb Financial Resources Managemnt, Inc. $164M
- Prowell Financial Management, LLC $6.9B
- Whitford Financial Planning $19M
- Birch Run Investments, LLC $457M
See all 6 fee-only advisers in Exton →
Nearby
- Downingtown 4 firms
- Malvern 8 firms
- West Chester 6 firms
- Phoenixville 2 firms
- Paoli 3 firms
- Berwyn 8 firms
- Coatesville 1 firm
- Glen Mills 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Private Wealth Management, LLC? Update this listing.