$298.9M Total AUM
$298.9M Disc. AUM
8.3% 3Y CAGR
1 Employees
111 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaUnison alpha
- Established Date
- 10-06-2009
- Office Locations
- 1
Office Locations
-- North LAS Vegas NV
About Physician Wealth Solutions
Physician Wealth Solutions is a fee-only RIA led by Setu Mazumdar, MD, CFP, serving physicians nationwide. The firm delivers ongoing, goal-based financial planning (tax, insurance/risk, retirement, education and estate coordination) and investment management, including 401(k) guidance. Mazumdar is a physician who retired from practice before 40; clients get a personal wealth portal and regular 1:1 coaching. Custody via Schwab.
Team overview
-- AVG AGE
$298.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Foundation fusion Zenith
Client Personas
Vertex wave
Custodian
Signal Meridian element Bridge
Investment Themes
Catalyst Alpha Optima eagle
Investment Vehicles
Vital
Services
Capital Quantum insight Optima harbor Radial unison Capital atlas Fusion Pioneer pioneer North Optima Pathway
Technology
Bridge Element crest
Owner & Executives
SETU SHUBHANG MAZUMDAR
Chief Compliance Officer, CHIEF OPERATING OFFICER, President
- CRD
- #5713552
- Ownership
- 75% or more
(460) 826-1372
matrix.meridian@momentumcapital.com
in linkedin.com/in/element-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $298,874,272 | $651,142 |
| Non-Discretionary | $0 | -- |
| Total | $298,874,272 | $651,142 |
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Separately Managed Accounts
Total SMA Asset: $298,874,272
Public Funds:
50.4% Cash:
13.1% Equity - Exchange:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,129,060,504 | 50.4% |
| Cash | $813,307,393 | 13.1% |
| Equity - Exchange | $2,266,085,483 | 36.5% |
| Total | $6,208,453,380 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY FOUNDATION | LEGACY FUSION | Z4SEGIDKF | OXPSS | 1.37% | $2,021,067 |
| UNISON CATALYST | RADIAL FUSION | U13F188X9 | IYC | 11.67% | $91,338,077 |
| OAK HARBOR ATLAS | TIMBER ALPHA | ZXY7JZRLZ | XOY | 5.87% | $10,300,062 |
| VECTOR OAK PATHWAY | OAK RADIAL | MGCK24ZH7 | PPCF | 3.78% | $113,715,648 |
| VITAL PEAK FOCUS | PRIME SUMMIT | RZTOWGON5 | YEWFA | 8.24% | $4,400,547 |
| INSIGHT SIGNAL | EAGLE RIDGE | TPFZJ962U | ZFAZ | 7.17% | $98,715,386 |
| QUANTUM PIONEER | BRIDGE FUSION | 7PK43XC40 | MWA | 3.95% | $95,530,921 |
| NORTH BRIDGE | CREST HARBOR | GI9O0ACQO | XRFND | 6.41% | $55,559,519 |