Private Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Private Wealth Management Group reports 272 clients. They include 150 high-net-worth individuals, 120 individual clients, and 2 pension and profit-sharing plans. Of its assets, 99.6% ($610M across 998 accounts) are managed with discretion; $2.38M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 10% |
| High-net-worth individuals | 55% | 90% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $60.6M | 9.9% | $505K |
| High-net-worth individuals | 150 | $550M | 89.7% | $3.67M |
| Pension and profit-sharing plans | Fewer than 5 | $2.35M | 0.4% | $1.18M |
| Total | 272 | $613M | 100% | — |
- Clients
- 120
- Regulatory AUM
- $60.6M
- AUM share
- 9.9%
- Avg. per client
- $505K
- Clients
- 150
- Regulatory AUM
- $550M
- AUM share
- 89.7%
- Avg. per client
- $3.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.35M
- AUM share
- 0.4%
- Avg. per client
- $1.18M
Total
- Clients
- 272
- Regulatory AUM
- $613M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Private Wealth Management Group charges 0.50%–1.25% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable, generally $2,500 to $100,000 on a fixed fee basis, or $150 to $450 an hour on a very limited basis.
Robert Dunn owns 75% or more of Private Wealth Management Group. It has 11 employees, 7 of them in advisory roles.
Leadership
- Daniel SatzWealth Manager and Partner
- Robert DunnManaging Principal, CCO
- Ryan VogelMember, Senior Wealth Advisor
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Private Wealth Management Group LLC
Robert Dunn
Control person · since January 2013
- Owns 10% to 25% of Private Wealth Management Group LLC
Ryan Vogel
since January 2013
Private Wealth Management Group’s regulatory assets grew 2.1× from $296M (April 2021) to $613M (March 2026); clients rose from 202 to 272 and employees from 9 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $613M | 272 | 11 | 1 |
| March 2025 | $493M | 249 | 11 | 1 |
| March 2024 | $427M | 244 | 10 | 1 |
| March 2023 | $361M | 227 | 10 | 1 |
| March 2022 | $347M | 199 | 9 | 1 |
| April 2021 | $296M | 202 | 9 | 1 |
Besides its headquarters, Private Wealth Management Group has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 512 Executive Drive, PrincetonHQ
Contact and registration details
- Legal name
- Private Wealth Management Group LLC
- Headquarters
- 512 Executive Drive, Princeton, NJ 08540
- Website
- noviwealth.com
- Phone
- 609-921-7002
- @noviwealth
- SEC file
- 801-77565
- Founded
- 1998
- Structure
- New Jersey LLC
- Fiscal year end
- December
Private Wealth Management Group uses Charles Schwab ($609M) as custodian for its separately managed accounts. Private Wealth Management Group has custody of $211M in client assets for 135 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $609M100%
At year end, Private Wealth Management Group’s separately managed accounts were mostly in stocks (53%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $431M across 1,455 positions; the largest are Dimensional ETF Trust (9.6%), Dimensional ETF Trust (8.5%) and Dimensional ETF Trust (7.9%).
What the accounts hold
- Stocks53%
- Funds40%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $431M
- Reported 13F value
- 1,455
- Positions
- 57.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF9.6%
- Dimensional ETF Trust · US Core EQT Mkt8.5%
- Dimensional ETF Trust · Intl Cor Fix ETF7.9%
- Vanguard Scottsdale Fds · Inter Term Treas5.7%
- Dimensional ETF Trust · Emerging Mkts CO5.2%
- Dimensional ETF Trust · Intl Core Equity5.0%
- Dimensional ETF Trust · Intl Core EQT MK4.4%
- Dimensional ETF Trust · Global Real Est4.2%
- American Centy ETF TR · Intl Smcp Vlu3.3%
- American Centy ETF TR · US Sml CP Valu3.3%
Together, the ten largest are 57.0% of reported value.
How many clients does Private Wealth Management Group have?
Private Wealth Management Group has 272 clients and manages $613 million for them, as of March 2026. They include 150 high-net-worth individuals, 120 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Private Wealth Management Group offer?
Private Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Private Wealth Management Group charge?
Private Wealth Management Group charges 0.50%–1.25% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Private Wealth Management Group use?
Private Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $609M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Private Wealth Management Group have?
Private Wealth Management Group has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Private Wealth Management Group invest in?
At the end of its last fiscal year, Private Wealth Management Group’s separately managed accounts held 53% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Private Wealth Management Group?
Private Wealth Management Group’s direct owners are Robert Dunn (75% or more) and Ryan Vogel (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Private Wealth Management Group get paid?
Private Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Private Wealth Management Group registered with the SEC?
Yes, Private Wealth Management Group has been registered with the SEC as an investment adviser since 1 January 2013. Its CRD number is 166539 and its SEC file number is 801-77565.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Private Wealth Management Group?
Private Wealth Management Group’s main office is at 512 Executive Drive, Princeton, NJ 08540. Its phone number is 609-921-7002. Its website is noviwealth.com.