PRIVATE WEALTH GROUP, LLC
TAMPA, FLORIDA

Private Wealth Group, LLC (PWG) is an independent investment management firm founded in 2002. As a fee-only advisory organization with no bank or brokerage affiliations, PWG offers investment management and consulting services to institutional and high net worth clients both domestically within the United States and internationally. Registered as an investment advisor with the U.S. Securities and Exchange Commission, PWG is committed to ensuring that its interests are aligned with those of its clients by providing unbiased investment solutions without any commission-based incentives. Operating independently since its incorporation in Florida on September 9, 2003 (Filings: M03000002990), PWG maintains offices located at 4902 Eisenhower Blvd., Tampa, FL. The firm can be contacted through phone numbers (813) 226-1900 and (813) 226-1901. Additional information about PWG's services is available on their website at privatewealthgroup.com. The company has a track record of regulatory compliance, with its most recent significant event being reinstatement on October 2, 2017, and the last annual report dated February 5, 2024, covering the year 2024. PWG’s unique Federal Employer Identification Number (FEIN) is 651202629. Leading the firm are Stephen F. Segundo as Manager and Michael M. Anderson, who holds authorization ('AUTH') responsibilities. With experienced leadership, PWG remains dedicated to delivering personalized investment strategies tailored to meet the specific needs of their clients.