Private Wealth Services, LLC

Public-record details

Address

2009 Mackenzie Way, Suite 100, Cranberry Township, PA 16066

Phone

(724) 500-3030

Listed under

Financial planning, Hourly fees, Flat / fixed fees

CRD number

311077

Registration

State registered: PA

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers; Educational seminars/workshops

Clients reported (Form ADV 5.D)

Fewer than 5

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-31

State registered (PA) investment adviser, CRD 311077, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 311077 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.