Private Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$500,000,000
Total clients
275
42% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
69
Average account size
$1,818,182
About
Private Wealth Solutions advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm provides tailored portfolio management using individual stocks, bonds, mutual funds, ETFs and alternative investments, and delivers standalone financial plans and ongoing retirement plan services.
Portfolios are continuously monitored and managed on a non‑discretionary basis, so the firm obtains client authorization before effecting trades and delivers planning work typically within a defined engagement period. The firm participates in Schwab’s institutional custody and execution platform and acknowledges ERISA fiduciary responsibilities when engaged for retirement plan consulting.
The firm’s advisors are registered representatives of a broker‑dealer and licensed insurance agents, enabling commissionable securities sales and insurance transactions; the brochure discloses the resulting conflicts of interest and describes mitigation and disclosure practices. Private Wealth Solutions also notes use of margin/borrowing in client accounts and highlights that its advisory AUM is managed non‑discretionarily, both features that differentiate it from many similar team advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Tax strategies for small businesses
Fee options
Flat fees for financial planning and consulting services up to $5,000
Commissionable securities sales through representatives who are registered representatives of Kovack Securities, Inc.
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fee up to $500; flat fees up to $5,000 for financial planning and consulting
Main office location
Private Wealth Solutions, LLC
26050 Mureau Road, Suite 103
Calabasas CA 91302, United States
Number of offices
1
Most active in
Private Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Nevada · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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