Private Investmentssp. z o.o.
Other activities auxiliary to financial services, except insurance and pension funding
Overview
Private Wealth Consulting is a financial advisory firm that has been supporting individuals in making sound financial decisions since 2003. It offers free investment consulting and various investment strategies, including savings, capital protection, stable, balanced, and equity strategies. The company also provides open investment funds and market commentary.
Financials
Revenue history (in k)
Filing timeliness
5 of 6 financial statements were filed late (the longest delay 315 days for 2020). 1 of 6 audited by a statutory auditor.
- 202517/09/2026
- 202426/06/2025
- 202329/11/2024
- 202201/09/2023
- 202105/10/2022
- 202026/08/2022
Data and insights are generated automatically from financial statements – they may contain errors and are neither a credit assessment nor business advice.
Statistics
How the company ranks by revenue within its industry, city, voivodeship and across Poland in 2025.
Results vs industry
Industry
Authorized Representatives
Manner of representation
In the case of a one-person management board, a member of the management board is authorized independently to represent the company, including to make declarations on behalf of the company. In the case of a multi-member management board, two (2) members of the management board acting jointly, or a member of the management board acting jointly with a commercial proxy, are authorized to represent the company, including to make declarations on behalf of the company.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Central Europe Opportunity Gp S.a.r.l | 15,510 | $204,078.88 | 100% |
Beneficial owners
| Person | Rights |
|---|---|
Bank accounts
Registered as a VAT taxpayer on 2003-01-15.
07 2490 0005 0000 4520 4000 8125- 73 2490 0005 0000 4600 3518 4795
Debt
No entries in the National Debtors Register (KRZ).
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Aug 24, 2022 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | –– | Prezes Zakładu Ubezpieczeń Społecznych |
Regulatory authorisations
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Origin Towarzystwo Funduszy InwestycyjnychS.A. | $1,523,462.85 | origintfi.com | ||
| Bookfinansesp. z o.o. | $953,825.27 | bookfinanse.pl | ||
| Fundusze Inwestycji Polskich Towarzystwo Funduszy InwestycyjnychS.A. | $648,597.28 | fip-tfi.pl | ||
| Advantage Groupsp. z o.o. | $640,976.70 | advantagegroup.pl | ||
| Trójmiejska Kancelaria Finansowasp. z o.o. + limited partnership | $599,335.26 | tkf.pl | ||
| OperaS.A. | $541,287.64 | opera.pl | ||
| Finax, O.C.P., A.S.Branch (foreign co.) | $521,526.34 | finax.eu | ||
| Finansowa Opokasp. z o.o. | $440,728.36 | albertopoka.pl | ||
| RISK Advisorsp. z o.o. | $346,603.96 | riskadvisor.pl | ||
| Kwlm Inwestycjesp. z o.o. | $181,490.23 | kwlm.pl |
Change history
| Date | Event | |
|---|---|---|
| 2026-04-08 | Share capital increase (750,000.00 PLN → 755,500.00 PLN) | |
| 2024-04-18 | Address change (Ul. Św. Barbary 1, 00-686, Warszawa → Ul. Świętokrzyska 30/63, 00-116, Warszawa) | |
| 2021-11-18 | Address change (Ul. Tytusa Chałubińskiego 8, 00-613, Warszawa → Ul. Św. Barbary 1, 00-686, Warszawa) | |
| 2020-11-04 | Address change (Wspólna 62, 00-684, Warszawa → Ul. Tytusa Chałubińskiego 8, 00-613, Warszawa) | |
| 2019-12-20 | Share capital increase (550,000.00 PLN → 750,000.00 PLN) |
FAQ
Last updated: 2026-10-07