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| Keyboard |
| Personalized Financial Solutions LLC
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|---|---|
| CRD # | 306475 |
| SEC # | 801-131695 |
| CIK # | |
| AUM | 142.6 M (2026-01-21) |
| Employees | 4 (50% 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) | 102 | 43.7 |
| (b) Individuals (high net worth individuals) | 42 | 98.9 |
| (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 | 505 | 142.6 |
| By Discretionary | ||
| Discretionary | 415 | 130.6 |
| Non-Discretionary | 90 | 12.0 |
| Total | 505 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 505 | 142.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
|
AR | 143.1 M |
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WA | 142.9 M |
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IA | 142.7 M |
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Brett Josey Wealth Management LLC
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142.6 M | |
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TX | 142.6 M |
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Stephen J Garry & Associates LLC
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NY | 142.6 M |
|
Rittmann Capital Management Co
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CA | 142.4 M |
|
Strategy Inc
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TX | 142.4 M |
|
LTG Capital LLC
✚
|
MA | 142.2 M |
|
Josh Arnold Investment Consultant LLC
✚
|
MN | 142.1 M |