Private Wealth Management Group, LLC

Portfolio Overview

Private Wealth Management Group, LLC (PWMG) manages a substantial and diversified portfolio valued at approximately $374.41 million as of December 31, 2025. The firm reported a robust growth period, with total assets under management increasing by 39.4% from the prior quarter's $268.61 million. This significant capital infusion suggests strong net inflows or substantial market appreciation on existing positions. The portfolio is highly fragmented, comprising 1,482 individ...