Best Investors Account Sign in
Inactive

Michael David Wall

U.S. Private Wealth, LLC

Palm Beach Gardens, FL

Claim This Profile
Current Employers
U.S. Private Wealth, Llc

3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-10-27
FL RA APPROVED 2025-10-27
NJ RA APPROVED 2025-10-27
TX RA APPROVED 2023-07-27
PA RA APPROVED 2013-05-23
  • AR RA
    APPROVED
    Since 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-27
  • NJ RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2023-07-27
  • PA RA
    APPROVED
    Since 2013-05-23

Branch Locations

3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wall Financial Group, Inc. Palm Beach Gardens FL 07/2008 Present
Wall Private Wealth, Llc Palm Beach Gardens FL 03/2013 Present
Wall Lassiter & Co, Pa Palm Beach Gardens FL 12/2014 10/2017
Steeple Chase Property Owners Association Inc. Coral Springs FL 04/2017 01/2018
Southern Comfort Canines, Inc. Jupiter FL 06/2016 09/2021
  • 07/2008 → Present
    Wall Financial Group, Inc.
    Palm Beach Gardens, FL
  • 03/2013 → Present
    Wall Private Wealth, Llc
    Palm Beach Gardens, FL
  • 12/2014 → 10/2017
    Wall Lassiter & Co, Pa
    Palm Beach Gardens, FL
  • 04/2017 → 01/2018
    Steeple Chase Property Owners Association Inc.
    Coral Springs, FL
  • 06/2016 → 09/2021
    Southern Comfort Canines, Inc.
    Jupiter, FL
Previous Registrations
  • 2010-08-27 → 2012-02-24
    Wall Financial Group, Inc.
    Altoona, PA
  • 2010-05-11 → 2010-08-30
    Grove Point Investments, Llc
    Altoona, PA
    Rockville, MD
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-29
S63 Uniform Securities Agent State Law Examination 2007-05-01
  • S65 Uniform Investment Adviser Law Examination
    2010-03-29
  • S63 Uniform Securities Agent State Law Examination
    2007-05-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor