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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE WEALTH GROUP, LLC

CRD 128560

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32d717c6-7d56-5672-571e-c3451bef52ca

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Apr 2, 2012 to Apr 1, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Private Wealth Group, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $274MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $274M
Private client RAUM: $254MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $274Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 600
Individual clients: 166
High net worth clients: 62
Custody, client assets: $209M
SEC number: 801-67745
CIK: 1512780
CRD: 128560
Filings on the tape: 25
First filed: Apr 2, 2012
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE
Website: privatewealthgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL MCLELLAN ANDERSON	n/a	TAMPA, FL	16	19	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PWG PRIME, LP	Hedge Fund	$37.7M	Oct 5, 2015	28	Apr 2, 2012	dropped	021-108837

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, MICHAEL, MCLELLAN	MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	01/2011	Apr 2, 2012	Mar 18, 2024
SEGUNDO, STEPHEN, FRANK	MANAGING MEMBER	D	yes	12/2002	Apr 2, 2012	Mar 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$274M	$274M	2	1	0	n/a	n/a
2024	Feb 28, 2025	$282M	$282M	3	2	1	n/a	n/a
2023	Mar 18, 2024	$266M	$266M	3	2	0	n/a	n/a
2022	Mar 11, 2023	$227M	$224M	4	2	0	n/a	n/a
2021	Mar 15, 2022	$219M	$214M	4	2	0	n/a	n/a
2020	Mar 19, 2021	$201M	$195M	4	2	0	n/a	n/a
2019	Feb 25, 2020	$172M	$166M	4	2	0	n/a	n/a
2018	Mar 13, 2019	$141M	$136M	4	2	0	n/a	n/a
2017	Mar 26, 2018	$139M	$133M	4	2	0	n/a	n/a
2016	Mar 30, 2017	$139M	$132M	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	$120M	$112M	4	2	n/a	n/a	n/a
2014	Mar 23, 2015	$93.7M	$81.0M	4	2	n/a	1	$37.7M
2013	Mar 7, 2014	$95.3M	$80.0M	4	2	n/a	1	$37.7M
2012	Mar 28, 2013	$116M	$104M	3	2	n/a	1	$37.7M
2011	Apr 2, 2012	$138M	$130M	n/a	n/a	n/a	1	$36.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$274M	$282M	-2.8%	$227M	6.5%	2	3	0	1

Relationships

Registered with (2)

← MICHAEL MCLELLAN ANDERSONAdvisorregistration: previous registration
Apr 20, 2010 to Dec 31, 2016factForm ADV
← Curtis Wayne CampbellAdvisorregistration: previous registration
Feb 12, 2004 to Apr 12, 2004factForm ADV

Controls (2)

← SEGUNDO, STEPHEN, FRANKOwnerMANAGING MEMBER, ownership code D, individual
Apr 2, 2012 to Mar 18, 2024factForm ADV
← ANDERSON, MICHAEL, MCLELLANOwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 2, 2012 to Mar 18, 2024factForm ADV

Advises (1)

→ PWG PRIME, LPPrivate fundHedge Fund, IA, no longer reported
Apr 2, 2012 to Oct 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32d717c6-7d56-5672-571e-c3451bef52ca
First observed: Apr 2, 2012
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE WEALTH GROUP, LLC

CRD 128560

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32d717c6-7d56-5672-571e-c3451bef52ca

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL MCLELLAN ANDERSON

n/a

TAMPA, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PWG PRIME, LP

Hedge Fund

$37.7M

Oct 5, 2015

Apr 2, 2012

dropped

021-108837

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, MICHAEL, MCLELLAN

MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2011

Apr 2, 2012

Mar 18, 2024

SEGUNDO, STEPHEN, FRANK

MANAGING MEMBER

yes

12/2002

Apr 2, 2012

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$274M

n/a

2024

Feb 28, 2025

$282M

n/a

2023

Mar 18, 2024

$266M

n/a

2022

Mar 11, 2023

$227M

$224M

n/a

2021

Mar 15, 2022

$219M

$214M

n/a

2020

Mar 19, 2021

$201M

$195M

n/a

2019

Feb 25, 2020

$172M

$166M

n/a

2018

Mar 13, 2019

$141M

$136M

n/a

2017

Mar 26, 2018

$139M

$133M

n/a

2016

Mar 30, 2017

$139M

$132M

n/a

2015

Mar 30, 2016

$120M

$112M

n/a

2014

Mar 23, 2015

$93.7M

$81.0M

n/a

$37.7M

2013

Mar 7, 2014

$95.3M

$80.0M

n/a

$37.7M

2012

Mar 28, 2013

$116M

$104M

n/a

$37.7M

2011

Apr 2, 2012

$138M

$130M

n/a

$36.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$274M

$282M

-2.8%

$227M

6.5%