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PHYSICIAN WEALTH SOLUTIONS
PHYSICIAN WEALTH SOLUTIONS INC.
CRD 151570 · SEC 801-109977
CA, United States
Phone
404-386-7641
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.9M
Discretionary AUM
$298.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.3M |
| High net worth individuals | 77 | $288.6M |
| Pension/profit sharing plans | 2 | $0 |
States served
CA, GA, IL, MD, MA, NV, NC, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD