# U.S. Private Wealth

U.S. Private Wealth is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Palm Beach Gardens, FL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** usprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/usprivatewealth

## Regulatory record

- **CRD number:** 315819
- **SEC file number:** 801-122065
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315819

## About

U.S. Private Wealth opened in 2012, launched by Michael D. Wall after he spent six years as a regular guest on CNBC, Fox Business, and Bloomberg. Wall monetized that media presence by authoring a book, contributing to Forbes, and hosting the Invest Well Show podcast — all of which the firm now packages as an "instant credibility" recruiting hook for other advisors. The firm's Palm Beach Gardens office sits in one of Florida's densest wealth corridors. The firm divides its investment strategy into two lanes. The first is a fundamental public-equity sleeve that targets companies with consistent earnings growth, proven management, and sustainable competitive advantages. The second — the differentiator Wall emphasizes when pitching advisors — is an alternative-investment allocation filled with off-market deals vetted through on-site visits and management meetings. The website does not name specific fund structures or portfolio companies, but its "dynamic deal flow" pitch to recruiting advisors cites "consistent access to new and attractive alternative deals with proven track records of mitigating market volatility." The geographic footprint is not itemized, though the firm's advisor-recruitment language implies a national client base. Seven named professionals appear on the website: Wall as founder and CEO; Dalton Helvey as portfolio manager; Steven Snowden as director of strategic relationships; plus a senior organizational consultant, a strategic tax director, and a director of operations. No AUM or advisor-count figure is published, and the firm does not disclose the total capital it deploys. The website lists a dedicated phone line — (561) 855-4635 — and a contact form, but no additional offices. Adjacent vehicles, such as a philanthropic foundation or real-asset arm, are not mentioned beyond a stated commitment to "key relationships with charities and non-profits." The firm's architecture blurs the line between a registered investment advisor managing client assets and a platform business that recruits other advisors. U.S. Private Wealth promises those recruits simplified compliance, improved fee structures, and marketing training — essentially acting as a franchisor of Wall's personal brand. This platform-RIA hybrid is the structural differentiator: it allows the firm to scale through affiliated advisors while centralizing deal flow and investment philosophy under a single media-tested name.

## Sectors

- Hedge Funds

## People

- Michael D. Wall — Founder / CEO
- Dalton Helvey — Portfolio Manager / Advisor
- Steven Snowden — Director of Strategic Relationships

## Questions

### Does U.S. Private Wealth disclose its AUM?

No. The firm does not publish assets under management or total assets under advisement on its website, in regulatory filings, or in any other public source reviewed. Its AUM remains undisclosed.

### What kind of alternative investments does U.S. Private Wealth access?

The firm describes its alternative investments as "well-vetted, off-market" deals sourced through on-site visits and meetings with company management. It does not specify asset classes, fund structures, or named managers, but the recruiting pitch to advisors highlights "consistent access to new and attractive alternative deals with proven track records of mitigating market volatility."

### How does U.S. Private Wealth recruit financial advisors?

The firm markets a package that includes Wall's media credibility (CNBC, Fox Business, Bloomberg appearances), his author and Forbes contributor status, compliance support, marketing training, and access to exclusive alternative-investment deal flow. The pitch is framed as a way for advisors to gain "instant credibility" and improve their fee structures by joining the platform.

## Related profiles

- [Joseph Jekyll Advisers](https://altss.com/profile/joseph-jekyll-advisers)
- [Holden & Partners](https://altss.com/profile/holden-and-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/us-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology