26050 Mureau Road
Suite 103
Calabasas, California 91302
Tel: 818-264-0600
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289437 |
SEC# | 801-111072 |
Assets Managed by Firm | $403,302,552 |
No. of Clients | 1077 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1077 | $403,302,552 |
Individuals (other than high net worth individuals) | 160 | $63,300,052 |
High net worth individuals | 122 | $340,002,500 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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