Private Wealth Group, LLC

Private Wealth Group, LLC, a Delaware limited liability company established in 2002, is a registered investment adviser with the SEC. The firm offers investment advisory services through separately managed accounts and joint advisory arrangements. Clients receive continuous advice tailored to their individual needs, with discretionary and non-discretionary options available. The firm does not participate in wrap fee programs and had $281,812,005 in discretionary assets under management as of December 31, 2024. Fees are individually negotiated, with management fees not exceeding 1.00% per annum. The firm may recommend various independent investment advisors selected by the firm. Investment strategies include asset allocation and selection of investments based on client guidelines. The firm does not charge performance fees on separately managed accounts. Clients include individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other entities, with no specific minimum investment requirement. Private Wealth Group, LLC does not vote on client securities and does not have the authority to vote proxies or respond to class action litigation for securities held in client accounts. Clients retain the power to vote proxies, with the firm providing consulting assistance upon request.