Amy Lynne Mclandress
Investment adviser representative at Private Wealth Consulting, LLC
12 yearsExperience
1 stateRegistered in
$259.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Private Wealth Consulting, LLCMar 2026 to now
- Seacrest Wealth Management, LLCSep 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Private Wealth Consulting, LLC
$259.3MAssets managed
143Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2640527
- Firm CRD
- 336590