Private Wealth Management Group, LLC

Business address
512 Executive Drive, Princeton, NJ, 08540
Top securities (13F)
DFAC, DFGX, DFAU, VGIT, DFIC, DFEM, DFGR, DFUS, AVDV, DFSV, DFAI, AVUV, MDYV, PLTR, DISV, AAPL, MUB, SUB, JNJ, and DFAT
State of incorporation
NJ
Fiscal year end
31 December
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Private Wealth Management Group, LLC has filed 10 SEC EDGAR filings since 08 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-23653
N-PX Open Document Open Filing 22 Aug 2025 30 Jun 2025 028-23653
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-23653
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-23653
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-23653
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-23653
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-23653
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23653
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-23653
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-23653