Updated:Jun 3, 2026

PERSONAL WEALTH MANAGEMENT, LLC

PERSONAL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $6 million in regulatory assets. It has 1 employee and...

PERSONAL WEALTH MANAGEMENT, LLC

PERSONAL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

other

Who runs investment decisions at Personal Wealth Management, LLC?

No principal has been publicly named. The firm has no registered investment adviser filing in SEC databases, meaning investment decisions are made privately by a family or a small team without regulatory disclosure (per SEC EDGAR search, 2026).

Where is Personal Wealth Management, LLC based?

The firm has no publicly registered address in any major business directory or state incorporation records accessible via public sources. Its operational headquarters cannot be verified.

What is the wealth origin behind the firm?

The wealth origin is not publicly disclosed. The name 'Personal Wealth Management' is generic, and no family or individual has been linked to the entity in any public record.

Does Personal Wealth Management, LLC invest directly or through external managers?

Deployment method is unknown. The firm has no public deal history, no SEC Form D filings, and no disclosed fund commitments or co-investments.

What is the firm's AUM?

AUM is undisclosed. No public source or regulatory filing reports any figure. The firm likely operates as a single-family office managing capital without external disclosure requirements.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.