Private Wealth Solutions, LLC
Private Wealth Solutions, LLC is an SEC-registered wealth manager in Calabasas, CA with $500.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Private Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289437, SEC 801-111072, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $500.0M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Calabasas, CA
- Employees
- 5
- Clients
- 275
- CRD
- 289437
- Ownership
- LAGERSTROM, DOUGLAS, JAMES; MINASSIAN, ALLEN, NMN
How much AUM does Private Wealth Solutions, LLC have?
Private Wealth Solutions, LLC reported $500.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Private Wealth Solutions, LLC?
Disclosed owners and executives of Private Wealth Solutions, LLC include LAGERSTROM, DOUGLAS, JAMES, MINASSIAN, ALLEN, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.