Data / Investment advisers / Tennessee / Private Wealth Management, Inc.
Private Wealth Management, Inc., Memphis, TN: $832 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Private Wealth Management, Inc. is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $832 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 120823
- SEC file number
- 801-61214
- SEC status
- Approved, effective May 31, 2002
- Main office
- 3725 Champion Hills Dr. Suite 1400, Memphis, TN 38125
- Phone
- (901) 322-4212
- Regulatory AUM
- $832,495,124 in the Form ADV filed March 13, 2026
- Non discretionary AUM
- $832,495,124
- Accounts
- 571
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $807.6 million |
| Individuals (other than high net worth individuals) | 46 | $15.8 million |
| Charitable organizations | Fewer than 5 | $8.6 million |
| Corporations or other businesses | Fewer than 5 | $505,837 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $832.5 million | March 13, 2026 |
| December 1, 2025 | $768.2 million | October 14, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Reliant Investment Management, LLC | Memphis | $1.47 billion | Not listed | adviserinfo.sec.gov |
| TD Capital Management LLC | Memphis | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Summit Asset Management LLC | Memphis | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Invictus Fiduciary Services, LLC | Memphis | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Kelman Lazarov Inc | Memphis | $894.6 million | Not listed | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | $749.4 million | Not listed | adviserinfo.sec.gov |
| Kimery Wealth Management, LLC | Memphis | $555 million | Not listed | adviserinfo.sec.gov |
| Envision Financial Planning, LLC | Memphis | $462.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Private Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.