CRD: 167564
Private Wealth Management Solutions, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2013
- Office Locations
- 1
Office Locations
About Private Wealth Management Solutions, LLC
Private Wealth Management Solutions is a founder-led, independent fee-only RIA serving Western Washington and Northern California. PWMS provides comprehensive financial planning and portfolio management for individuals, families, and small to mid-size businesses, emphasizing risk-aware allocation across equities and fixed income and attention to minimizing tax liability. Portfolios are implemented largely via ETFs and public funds, with custody including Charles Schwab.
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Owner & Executives
BRADLEY CHARLES VAN VECHTEN
Certified Financial Planner, Managing Member
- CRD
- #2447063
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,651,461 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,651,461 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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