Private Wealth Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Private Wealth Services, LLC primarily serves individuals, trusts, profit‑sharing plans and business entities by referring prospective clients to third‑party registered investment advisers and acting as a solicitor; the firm does not manage client assets or accept discretionary investment authority. It also offers standalone financial planning and consulting services delivered through a structured Life and Legacy process and charges negotiable hourly or fixed fees for those engagements.
When making referrals PWS reviews whether third‑party advisers are properly licensed and provides disclosure documents describing the solicitation arrangement, leaving the decision to retain any adviser to the referred party. For clients who engage PWS directly for planning, the firm provides written analyses and periodic reports rather than providing ongoing portfolio management.
Compared with many investment‑manager firms, PWS is notable for relying on referral fees from third‑party advisers instead of percentage‑of‑assets‑under‑management billing and for offering fee‑for‑service planning work. The firm is also a licensed insurance agency and may recommend and place insurance products for clients, a relationship the brochure discloses as a potential conflict of interest.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Long-term care insurance
Fee options
Fixed fees ranging from $2,500 to $50,000 for financial planning and consulting services
$200 to $500 per hour
Fee-only: Hourly fees ranging from $200 to $500; Fixed fees ranging from $2,500 to $50,000 for financial planning and consulting services
Main office location
Private Wealth Services, LLC
2009 Mackenzie Way, Suite 100
Cranberry Township PA 16066, United States
Number of offices
2
Most active in
Private Wealth Services, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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