Personal Financial Solutions, LLC
Personal Financial Solutions, LLC is an SEC-registered wealth manager in Manasquan, NJ with $155.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Personal Financial Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129095, SEC 801-121037, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $155.6M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- Manasquan, NJ
- Employees
- 2
- Clients
- 131
- CRD
- 129095
- Ownership
- LEBLANC, KENNETH, PATRICK; LEBLANC, ELLEN, D.; MERCER GLOBAL ADVISORS INC.
How much AUM does Personal Financial Solutions, LLC have?
Personal Financial Solutions, LLC reported $155.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Personal Financial Solutions, LLC?
Disclosed owners and executives of Personal Financial Solutions, LLC include LEBLANC, KENNETH, PATRICK, LEBLANC, ELLEN, D., MERCER GLOBAL ADVISORS INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.