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| Private Wealth Solutions LLC
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|---|---|
| CRD # | 289437 |
| SEC # | 801-111072 |
| CIK # | 0001905979 |
| AUM | 500.0 M (2026-02-17) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 818-264-0600 |
| Address | 26050 Mureau Road Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905979 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Johnson & Johnson | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| AbbVie Inc | 0.8 | ||
| BlackRock Debt Strategies Fund Inc | 0.8 | ||
| Verizon Communications Inc | 0.7 | ||
| Sysco Corp | 0.7 | ||
| Advent Convertible & Income Fund | 0.6 | ||
| Armstrong World Industries Inc | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| McDonalds Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 70.0 |
| (b) Individuals (high net worth individuals) | 115 | 430.0 |
| (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 | 700 | 500.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 700 | 500.0 |
| Total | 700 | 500.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 499.0 | |
| Total | 700 | 500.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905979] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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