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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Private Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Private Wealth Management Group charge?","answer":"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.","source":"ADV PART 2A - BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Private Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Private Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Private Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Private Wealth Management Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Private Wealth Management Group?","answer":"Private Wealth Management Group’s main office is at 512 Executive Drive, Princeton, NJ 08540. Its phone number is 609-921-7002. 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