SourcingSourcing

PRIVATE WEALTH CONSULTING, LLC

C44
CRD 336590·SEC 801-135001
AUM
$259.3M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$778K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIVATE WEALTH CONSULTING, LLC
CRD
336590
SEC file #
801-135001
EIN
—
DBA names
—

Economics

AUM
$259.3M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other95
Individuals High Net Worth45
Charitable Organizations2
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUBBS, DONALD, WAYNE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HUBBS, DONALD, WAYNE
HUBBS, HARRISON, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Top Owner CRD
2522880
Trust Company Affiliate
No

People (4)

4
MCLANDRESS, AMY, LYNNE
IAR · Direct Owner · 37.5%
2640527
HUBBS, DONALD, WAYNE
IAR · Direct Owner · 37.5%
2522880
NELSON, CHRISTOPHER, C
IAR · Direct Owner · 37.5%
6039810
HUBBS, HARRISON, MICHAEL
IAR · Direct Owner · 37.5%
8038286