The Private Trust Company
$170M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$121M
$169M
2022
2023
Same-firm comparison: 1 firms that reported The Private Trust Company in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Red Mountain Financial Partners, Llc | $169M | $169M | 100.0% | 03/14/2024 |
| Nova Wealth Management, Inc. | $1.2M | $152M | 0.8% | 03/18/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.