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PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 167564
11232 NE 15TH STREET, SUITE 100, BELLEVUE, WA, 98004, United States
Phone
425-896-7617
Fax
425-896-7618
Registration
— (—)
Source
State registered
Total AUM
$43.7M
Discretionary AUM
$43.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $11.3M |
| High net worth individuals | 13 | $32.4M |
All web addresses on file
Official SEC filing: View on IAPD