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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Personalized Financial Solutions LLC
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|---|---|
| CRD # | 306475 |
| SEC # | 801-131695 |
| CIK # | |
| AUM | $109.4 M (2025-07-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 727-754-4401 |
| Address | 28163 US Highway 19 North Clearwater, FL 33761 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 42.1 |
| (b) Individuals (high net worth individuals) | 31 | 67.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 109.4 |
| By Discretionary | ||
| Discretionary | 364 | 100.9 |
| Non-Discretionary | 79 | 8.6 |
| Total | 443 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 443 | 109.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Middleton & Company
✚
|
WA | 0.1 |
|
Broadhurst Financial Advisors Inc
✚
|
PA | 0.1 |
|
CGI Wealth Advisors Inc
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|
PA | 0.1 |
|
Kuehne Christopher
✚
|
0.1 | |
|
Weinstat Wealth Management Inc
✚
|
0.1 | |
|
True Coastal Capital LLC
✚
|
GA | 0.1 |
|
Tollefson and Company Investment Management LLC
✚
|
0.1 | |
|
Peltoma Capital Partners LLC
✚
|
0.1 | |
|
Elevated Wealth LLC
✚
|
0.1 | |
|
Agman Capital LLC
✚
|
NE | 0.1 |