Michael David Wall

Employer firm

U.s. Private Wealth, LLC CRD 167288

$200M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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