Investment adviser · CRD 128560

PRIVATE WEALTH GROUP, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Sep 21, 2026

Regulatory AUM
$274M
Form ADV · Item 5.F
Client accounts
600
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals62$203,156,95574.1%
Individuals166$50,699,82818.5%
CharitiesFewer than 5$18,251,4496.7%
Corporations & businesses5$1,922,4990.7%
Filing source

Form ADV 2133692 · Sep 21, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PWG PRIME, LPHedge Fund · Last reported Oct 5, 2015$37.7MGross asset value

Form D fundraising filings

PWG PRIME LP

Feeder funds

Fund administrator ADMIRAL ADMINISTRATION LTD. GEORGE TOWN, GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Fund administrator FLEMING FINANCIAL SERVICES, P.C. BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ARTHUR F. BELL, JR. & ASSOCIATES (CAYMAN) GRAND CAYMAN, Cayman Islands
Auditor ARTHUR F. BELL, JR. & ASSOCIATES, LLC HUNT VALLEY, Maryland, United States
Custodian BANK OF AMERICA, N.A. TAMPA, Florida, United States Related to adviser: No
Custodian DEUTSCHE BANK (CAYMAN ) LIMITED GRAND CAYMAN, Cayman Islands Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-1423050659
Reported beneficial owners
28
Minimum commitment
$500K
Form D file number
021-100836
Form D file number
021-108837

Form ADV 950046 · Oct 5, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 21, 2026. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

4902 EISENHOWER BLVD, SUITE 150
TAMPA, FL, 33634, United States

CRD 128560

Filing source

Form ADV 2133692 · Sep 21, 2026 · 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.