# Private Wealth Consulting, LLC

> Private Wealth Consulting, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 336590
- Filed as: PRIVATE WEALTH CONSULTING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336590
- AdvisorCensus page: https://advisorcensus.com/firm/private-wealth-consulting-llc-336590

## Quick answers

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

**Is Private Wealth Consulting, LLC registered with the SEC or a state?**
Private Wealth Consulting, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336590.

**How much does Private Wealth Consulting, LLC manage?**
Private Wealth Consulting, LLC reports $259,339,738 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Private Wealth Consulting, LLC's assets and staff changed since 2025?**
In the Form ADV data for Private Wealth Consulting, LLC: Regulatory assets under management: $0 in the October 2025 data and $259,339,738 in the October 2026 data. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Wealth Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (45); charitable organizations (2).

**Which custodians does Private Wealth Consulting, LLC use?**
Private Wealth Consulting, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Private Wealth Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336590

**Does Private Wealth Consulting, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "PWC does not require a minimum to open or maintain an account."

**What changed in Private Wealth Consulting, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $0 to $259,339,738.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Account minimum: None

> PWC does not require a minimum to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $259,339,738
- Discretionary: $259,339,738
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $35,034,422 |
| High net worth individuals | 45 | $169,376,754 |
| Charitable organizations | 2 | $50,218,180 |
| Corporations or other businesses not listed above | 1 | $4,710,382 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KS, MI, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Kansas City, MO
- Palms, MI

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | July 10, 2025 |
| October 2026 | $259,339,738 | 4 | May 11, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $259,339,738 in the October 2026 data.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $0 to $259,339,738.

### December 2025
- Changed its office addresses in Kansas City, MO.
- Added an office in Palms, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Wealth Consulting, LLC (CRD 336590): Form ADV filing data as of October 2026.