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| Private Wealth Solutions LLC
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| |
|---|---|
| CRD # | 289437 |
| SEC # | 801-111072 |
| CIK # | 0001905979 |
| AUM | $359.0 MM (2024-06-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 818-264-0600 |
| Address | 26050 Mureau Road Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 75.4 |
| (b) Individuals (high net worth individuals) | 98 | 279.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 912 | 359.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 912 | 359.0 |
| Total | 912 | 359.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 358.8 | |
| Total | 912 | 359.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001905979] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moirai Wealth Management LLC
✚
|
CA | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
MA | 0.4 |
|
MKD Wealth Coaches LLC
✚
|
MI | 0.4 |
|
Fusion Capital LLC
✚
|
SC | 0.4 |
|
Consilio Wealth Advisors LLC
✚
|
WA | 0.4 |
|
Waveland Family Office LLC
✚
|
IL | 0.4 |
|
Concorde Financial Corporation
✚
|
TX | 0.4 |
|
Independent Wealth Network Inc
✚
|
IA | 0.4 |
|
IVC Wealth Advisors LLC
✚
|
PA | 0.4 |
|
William Madison Advisors Inc
✚
|
TX | 0.4 |