National Retirement Planning Experts

National Coverage
Local Professionals

PRIVATE WEALTH SOLUTIONS, LLC

26050 Mureau Road
Suite 103
Calabasas, California 91302
Tel: 818-264-0600

Need a Financial Advisor?
Compare Vetted Advisors

About PRIVATE WEALTH SOLUTIONS, LLC

PRIVATE WEALTH SOLUTIONS, LLC, formally registered with the SEC as PRIVATE WEALTH SOLUTIONS, LLC. The firm was established in 09/01/2017. They have over 1 offices throughout the country.

PRIVATE WEALTH SOLUTIONS, LLC is a Calabasas, California based Financial Planning firm with nearly $403,302,552 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289437
SEC#801-111072
Assets Managed by Firm$403,302,552
No. of Clients1077
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1077$403,302,552
Individuals (other than high net worth individuals)160$63,300,052
High net worth individuals122$340,002,500

More Retirement Planning firms in Calabasas, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Calabasas, California