Overview
Assets Under Management: $403 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 122
Average Client Assets: $3 million
Frequently Asked Questions
PRIVATE WEALTH SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289437), PRIVATE WEALTH SOLUTIONS, LLC is subject to fiduciary duty under federal law.
PRIVATE WEALTH SOLUTIONS, LLC is headquartered in CALABASAS, CA.
PRIVATE WEALTH SOLUTIONS, LLC serves 122 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, PRIVATE WEALTH SOLUTIONS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PRIVATE WEALTH SOLUTIONS, LLC manages $403 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, PRIVATE WEALTH SOLUTIONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,077
Non-Discretionary Accounts: 1,077
Regulatory Filings
CRD Number: 289437
Last Filing Date: 2025-02-14 00:00:00
Website: https://privatewealthsolutions.com