# Personal Asset Management

> Personal Asset Management is a state-registered investment advisory firm in St Petersburg, FL, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 136619
- Filed as: PERSONAL ASSET MANAGEMENT
- Legal name: Personal Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136619
- AdvisorCensus page: https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619

## Quick answers

**How is Personal Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Personal Asset Management located?**
Personal Asset Management's principal office is in St Petersburg, FL, according to its Form ADV.

**Is Personal Asset Management registered with the SEC or a state?**
Personal Asset Management is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136619.

**How much does Personal Asset Management manage?**
Personal Asset Management reports $33,000,000 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (97% discretionary).

**What types of clients does Personal Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38).

**Does Personal Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136619

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,000,000
- Discretionary: $32,000,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 38 | $33,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- personalam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Asset Management (CRD 136619): Form ADV filing data as of October 2026.