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PHYSICIANS WEALTH SOLUTIONS, LLC
CRD 170623
6816 CAINE ROAD, COLUMBUS, OH, 43235, United States
Phone
740-417-4160
Fax
740-417-4429
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $13.5M |
| High net worth individuals | 5 | $29.8M |
All web addresses on file
Official SEC filing: View on IAPD