Private Wealth Insurance Group, LLC: new Texas general lines agency license (Salt Lake City, UT)
Private Wealth Insurance Group, LLC (Salt Lake City, Utah): new Texas general lines agency license (Salt Lake City, UT). Dated 37 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-05, from Texas Department of Insurance agency licenses and active company appointments (data.texas.gov).
Data as of · Compiled by Zalwin from Texas Department of Insurance agency licenses and active company appointments (data.texas.gov)
Free preview: all 10 published fields of this record are shown below. Locked: 49 related UT TxInsuranceAgencyPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Agency | Private Wealth Insurance Group, LLC |
| License types | General Lines Agency |
| Qualifications | Property and Casualty |
| Entity type | Limited Liability Company |
| Location | Salt Lake City, UT, 84111 |
| Residency | Out-of-state agency |
| Issued | 2026-09-30 |
| Expires | 2028-09-30 |
| Carrier appointments (180 days) | 0 from 0 carriers |
| TDI license number | 3563364 |
| Peer records CSV (50 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Agency · License · City · State · Issued · Carrier appointments · official source URL
- Source agency: Texas Department of Insurance agency licenses and active company appointments (data.texas.gov)
- Record date: 2026-09-30
- Data refreshed: 2026-11-05
- Refunds on request within 14 days
Top TxInsuranceAgencyPulse records (UT first): Varsity Insurance Producers Limited Co · Legacy Health Specialists · Xcel Financial Services, LLC · Key Point Protection, LLC · Next Level Insurance Solutions LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: Texas Department of Insurance agency licenses and active company appointments (data.texas.gov) · Last refreshed: Thu, 05 Nov 2026 08:49:57 GMT
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Peer benchmark and outreach value: Private Wealth Insurance Group, LLC and 50 Utah peers
- Utah TxInsuranceAgencyPulse records like this one: 50
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $10,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- No carrier appointments yet.
- Commercial or P&C lines.
What is the TxInsuranceAgencyPulse record for Private Wealth Insurance Group, LLC in Salt Lake City, Utah?
Private Wealth Insurance Group, LLC (Salt Lake City, UT) received a new Texas general lines agency license on 2026-09-30; no carrier appointments are on file yet.
How does Private Wealth Insurance Group, LLC compare to other Utah TxInsuranceAgencyPulse records?
It is 37 days old, still within a typical 45-day follow-up window.
Private Wealth Insurance Group, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Private Wealth Insurance Group, LLC | Salt Lake City, UT | 2026-09-30 |
| J. Brody David Agency LLC | San Antonio, TX | 2026-11-04 |
| Carlton James Commercial Insurance Agency LLC | Lubbock, TX | 2026-11-04 |
| Emerald Risk LLC | Missouri City, TX | 2026-11-04 |
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TxInsuranceAgencyPulse: Property and casualty TxInsuranceAgencyPulse: Out-of-state agency
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From Texas Department of Insurance agency license and company appointment data. A new license number usually marks a newly licensed agency, but can also follow a reorganization. Appointment counts cover appointments active in the last 180 days. Sole proprietorships and person-named agencies are excluded. Verify with TDI.