PRIVATE WEALTH MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Tennessee, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	509	$699.2M
Total	509	$699.2M

Clients

Type	Number	RAUM
Individuals	44	$14.4M
HNW Individuals	74	$677.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$7.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$738,194
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed feesPerformance-based fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-61214
SEC ERA File Number	801-61214
SEC CIK Numbers	None
SEC CRD Numbers	120823
Legal Entity Identifier	None

Principal Office

3725 CHAMPION HILLS DR.
SUITE 1400
MEMPHIS
TN
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic