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PRIVATE WEALTH SOLUTIONS, LLC
CRD 289437 · SEC 801-111072
26050 MUREAU ROAD, SUITE 103, CALABASAS, CA, 91302, United States
Phone
818-264-0600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$500.0M
Discretionary AUM
$0
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $70.0M |
| High net worth individuals | 115 | $430.0M |
States served
AZ, CA, NV, WA, TX
All web addresses on file
Official SEC filing: View on IAPD