MW
Michael D. Wall
U.S. PRIVATE WEALTH
PALM BEACH GARDENS, FL 33410
Some features on this profile are disabled
CRD#: 5309868
MW
Professional summary
Michael David Wall is a registered financial advisor currently at U.S. PRIVATE WEALTH, LLC located in Palm Beach Gardens, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Michael D. Wall, LLC; Owner since 2015; Non-Investment-Related; Palm Beach Gardens, FL; amount of time on this business varies but is typically 5-20% of Mr. Wall's time overall. Mr. Wall conducts a number of activities under this LLC, including authoring books and hosting education podcasts as well as conducting motivational, educational and coaching services; Palm Beach Gardens, FL; Owner; 5/2015. 2. Wall Private Wealth, Inc.; Non-Investment-Related; Palm Beach Gardens, FL; Insurance Agency; Owner/President; 07/2008; 50% of his time; Mr. Wall is the owner and meets with clients and assist with insurance based and asset protection instruments. 3. Wall Leaman, LLC; Owner; 07/2018; 10% of his time; offers management consulting, as well as business succession and transition planning. 4. Lionkey Capital, LLC; Investment related; Hedge Fund; Manager; U.S. Private Wealth is the management company for this fund; 20+ hrs./ month; 2 hrs.; Portfolio Management, Fund Formation, Raising Capital. 5. Go Live with Purpose, Inc.; Not investment related; Non-profit ; Owner/CEO; 20+ hrs./ month, 0 hrs./month during securities trading; Speaking events, connecting with current and potential donors.
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Wall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 10, 2013 - Present
U.S. PRIVATE WEALTH, LLC
Office #1: 3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410RIA
CRD#: 167288
PALM BEACH GARDENS, FL
Past
August 27, 2010 - February 24, 2012
WALL FINANCIAL GROUP, INC.
RIA
CRD#: 154557
ALTOONA, PA
Past
May 11, 2010 - August 30, 2010
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
ALTOONA, PA
Past
October 16, 2007 - September 22, 2010
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ALTOONA, PA
Past
May 2, 2007 - October 23, 2007
WELLSTONE SECURITIES, LLC
BD
CRD#: 121559
CUMMING, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(4/12/2022)
IAR
Florida(4/10/2013)
IAR
New Jersey(9/8/2022)
IAR
Pennsylvania(5/23/2013)
IAR
Texas(2/19/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
UP
U.S. PRIVATE WEALTH, LLC
RETIRE WELL, LLC | WALL WEALTH MANAGEMENT, LLC | WALL PRIVATE WEALTH, LLC | U.S. PRIVATE WEALTH, LLC
CRD#: 167288 / SEC#:
Arkansas
Registered Investment Advisory firm - (4/11/2022 Approved)Florida
Registered Investment Advisory firm - (4/10/2013 Approved)New Jersey
Registered Investment Advisory firm - (9/8/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/23/2013 Approved)Texas
Registered Investment Advisory firm - (7/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4822 Northlake Blvd Suite A, Palm Beach Gardens, FL 33418
Mailing Address
Phone number
(561) 855-4635
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 403 |
| AUM (Assets Under Management) | $ 107,892,710 |
Red Flags
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