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- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2014
- Office Locations
- 1
Office Locations
About Physicians Wealth Solutions, LLC
Physicians Wealth Solutions, LLC is a Columbus, OH fiduciary advisory firm serving physicians, offering financial planning and customized portfolio management for professional and retirement goals. The firm builds diversified portfolios using individual stocks, ETFs, mutual funds, and bonds, with a focus on managing risk and keeping costs low. As fee-for-service advisors with no proprietary products (fees from 0.5%/yr), assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 68 clients, or 17 clients per representative. That equates to $636.7K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Physicians Wealth Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK WILLIAM KAMANN
Partner, President
- CRD
- #2506981
- Ownership
- 25% but less than 50%
JOHN QUIMJIAN
Financial Advisor, General Partner, Managing Member, SENIOR FINANCIAL ADVISOR
- CRD
- #6307269
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,294,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,294,919 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Physicians Wealth Solutions, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.