Personalized Financial Solutions LLC
Personalized Financial Solutions LLC is an SEC-registered mass-market adviser in Clearwater, FL with $142.6M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Personalized Financial Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306475, SEC 801-131695, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $142.6M (2026-01-21)
- Firm type
- Mass-Market Adviser
- Location
- Clearwater, FL
- Employees
- 4
- Clients
- 144
- CRD
- 306475
- Ownership
- SEYMOUR, TODD, MICHAEL
How much AUM does Personalized Financial Solutions LLC have?
Personalized Financial Solutions LLC reported $142.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Personalized Financial Solutions LLC?
Disclosed owners and executives of Personalized Financial Solutions LLC include SEYMOUR, TODD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.