Physicians Wealth Solutions, LLC logo

Physicians Wealth Solutions, LLC

Updated today

Client assets under management

$43,294,919

Clients

68

7% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

34

Low

Average account size

$636,690

About

Physicians Wealth Solutions serves individuals and high‑net‑worth clients with discretionary portfolio management, financial planning provided at no charge to advisory clients, and pension consulting for employer retirement plans. The firm constructs individualized Investment Policy Statements, conducts ongoing portfolio monitoring, and may refer clients to third‑party money managers when appropriate.

PWSL uses a mix of analytical methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to implement both long‑term and short‑term strategies. Its investment menu emphasizes U.S. equities but also includes fixed income, REITs, annuities, ETFs (including precious‑metal ETFs), non‑U.S. securities, and higher‑risk techniques such as options and margin transactions, with accounts generally managed on a discretionary basis.

The brochure discloses that one or more principals maintain registration with another investment adviser and that the firm may receive fee‑sharing when directing clients to third‑party advisers, a relationship the firm identifies as a potential conflict of interest. The combination of fee‑sharing referrals, explicit disclosure of affiliated adviser relationships, and the documented use of options and margin trading distinguishes PWSL from many peers in its size category.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Real estate investing Options & derivatives strategies

Occupation focus

Doctor or Medical Professional

Fee options

Percentage

All assets+: 2.00% annually for portfolio management services Plan assets+: Up to 0.50% for pension consulting services

Other

Fee-only: Financial planning services are offered free to advisory clients

Main office location

Physicians Wealth Solutions, LLC

6816 Caine Road

Columbus OH 43235, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John S

Series 63, Series 65

Columbus, OH

Physicians Wealth Solutions, LLC

John Stewart is a financial advisor with Physicians Wealth Solutions, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Physicians Wealth Solutions since 2015. Outside of his advisory work, he is a 50% member of JRS Investors, LLC, which owns a hunting land and cabin in Otsego, Ohio. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a multi-method investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, employing both long- and short-term strategies across various asset classes.

Annuities Real estate investing Options & derivatives strategies Doctor or Medical Professional
user avatar

John Q

Series 65

Columbus, OH

Physicians Wealth Solutions, LLC

John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.

Annuities Real estate investing Options & derivatives strategies Doctor or Medical Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")