Physician Wealth Solutions
Physician Wealth Solutions is an SEC-registered wealth manager with $298.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Physician Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151570, SEC 801-109977, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $298.9M (2026-02-09)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 109
- CRD
- 151570
- Ownership
- MAZUMDAR, SETU, SHUBHANG
How much AUM does Physician Wealth Solutions have?
Physician Wealth Solutions reported $298.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Physician Wealth Solutions?
Disclosed owners and executives of Physician Wealth Solutions include MAZUMDAR, SETU, SHUBHANG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.