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| Keyboard |
| Propel Private Wealth LLC
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|---|---|
| CRD # | 340734 |
| SEC # | 801-135613 |
| CIK # | |
| AUM | 2.8 M (2026-06-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-222-5767 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 2.8 |
| (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 | 3 | 2.8 |
| By Discretionary | ||
| Discretionary | 3 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 3 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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|
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|
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✚
|
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|
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✚
|
2.6 M | |
|
Penserra Wealth Management LLC
✚
|
CA | 2.5 M |
|
Bryan Advisory Services LLC
✚
|
PA | 2.4 M |
|
Stone Wall Financial Group LLC
✚
|
TX | 2.0 M |