# Private Group Wealth Management, LLC

> Private Group Wealth Management, LLC is a state-registered investment advisory firm, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 118231
- Filed as: PRIVATE GROUP WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118231
- AdvisorCensus page: https://advisorcensus.com/firm/private-group-wealth-management-llc-118231

## Quick answers

**How is Private Group Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Private Group Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Private Group Wealth Management, LLC registered with the SEC or a state?**
Private Group Wealth Management, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 118231.

**How much does Private Group Wealth Management, LLC manage?**
Private Group Wealth Management, LLC reports $32,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Private Group Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Private Group Wealth Management, LLC 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/118231

## 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: $32,000,000
- Discretionary: $32,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $6,000,000 |
| High net worth individuals | 35 | $24,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,000,000 |

### 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: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pgwm.net
- LinkedIn @RAYMOND-RODRIGUEZ-PATRICK-MOORE-3850347

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Group Wealth Management, LLC (CRD 118231): Form ADV filing data as of October 2026.