Physician Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$298,874,272
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
107
72% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
107
HighAverage account size
$2,793,217
About
Physician Wealth Solutions is a fee‑only, SEC‑registered investment adviser that serves individuals and families and also provides retirement plan consulting to plan sponsors and participants. The firm offers discretionary investment management and integrated financial planning (financial planning is included with advisory services rather than offered as a standalone product).
The firm follows a long‑term, goals‑based investment approach emphasizing asset allocation, broad diversification, and cost‑efficient mutual funds and ETFs, with attention to tax‑aware portfolio construction and periodic rebalancing. It accepts discretionary authority for client accounts, provides advice and monitoring for held‑away assets (such as employer retirement plans and annuities) but does not execute transactions in those held‑away accounts, and includes electronically connected held‑away assets in portfolio valuation when available.
Noteworthy features include an unusually high scale of assets per advisor: the firm reports approximately $298.9 million in discretionary client assets while operating with a single advisor and about 107 clients, which is uncommon for firms of this size and model. The firm also reflects a physician‑led background and offers ERISA fiduciary retirement plan consulting on a non‑discretionary basis, and it has a documented succession arrangement to support continuity of client services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Wealth management
Occupation focus
Doctor or Medical Professional
Fee options
Fixed annual fee asset management services and retirement plan services; fees are negotiable and billed quarterly in advance.
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.8% annually $2,000,001+: 0.6% annually
Account minimum: No minimum account size; there is a negotiable annual minimum fee for establishing a relationship Minimum fee: Negotiable minimum annual fee applies; clients pay the higher of the minimum annual fee or calculated fee based on fee schedule Fee-only: Advisory fees are fee-only; no commissions or referral fees accepted.
Main office location
Physician Wealth Solutions
North Las Vegas NV, United States
Number of offices
1
Most active in
Physician Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
California · Florida · Georgia · Illinois · Maryland · Massachusetts · Nevada · North Carolina · Pennsylvania · Tennessee · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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