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| Private Wealth Strategies LLC
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| |
|---|---|
| CRD # | 298682 |
| SEC # | 801-114104 |
| CIK # | 0001668798 |
| AUM | $615.0 MM (2024-03-20) |
| Employees | 10 (100% Investors, 100% Brokers) |
| Phone | 614-888-2117 |
| Address | 29 S High Street New Albany, OH 43054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 57.6 |
| (b) Individuals (high net worth individuals) | 243 | 535.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 11.0 |
| (h) Charitable organizations | 3 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,251 | 615.0 |
| By Discretionary | ||
| Discretionary | 1,192 | 590.0 |
| Non-Discretionary | 59 | 25.1 |
| Total | 1,251 | 615.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.0 | |
| Total | 1,251 | 615.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001668798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Asset Allocation Strategies LLC
✚
|
MI | 0.6 |
|
Baron Wealth Management LLC
✚
|
MI | 0.6 |
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.6 |
|
PSI Advisors LLC
✚
|
FL | 0.6 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.6 |
|
Level Financial Advisors Inc
✚
|
NY | 0.6 |
|
G A Repple & Company
✚
|
FL | 0.6 |
|
The Rice Partnership LLC
✚
|
HI | 0.6 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.6 |
|
Leelyn Smith LLC
✚
|
IL | 0.6 |