Private Wealth Management

1308 Reisling Court

Las Vegas, NV 89144

702.734.1475

deon@pwmnv.com

Age: 47

Title: Investment Advisor/Owner

Education: Three years at University of Nevada, Las Vegas

Founded firm: September 2005

Advisors in firm: 1

Assets under management: $54 million

Number of households served: 15

Compensation method: fee-only

Fee schedule: Sliding scale ranging from 1.50% for managing accounts up to $500,000, down to 37.5 basis points on fixed income instruments and 50 basis points on equities for largest accounts

Prior work experience: More than 20 years as co-owner of retail chain of high-end women’s clothing stores; Primerica Financial Services; financial advisor with Merrill Lynch and Bank of America

Outside interests: Skiing; golf; Pilates workouts; community service.