Investment adviser · CRD 112602
PRIVATE WEALTH CONSULTANTS LTD
Investment adviser filing (IA)
TOLEDO, OH, United States · Form ADV filed Nov 2, 2018
- Regulatory AUM
- $247M Form ADV · Item 5.F
- Client accounts
- 1,725 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 370 | $95,835,710 | 38.8% |
| High-net-worth individuals | 130 | $80,000,000 | 32.4% |
| Retirement plans | 93 | $71,000,000 | 28.8% |
Filing source
Form ADV 1249539 · Nov 2, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 2, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
6591 WEST CENTRAL AVE, SUITE 108TOLEDO, OH, 43617, United States
CRD 112602
Filing source
Form ADV 1249539 · Nov 2, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.