CRD: 289437
Private Wealth Solutions, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian radialFusion +more
- Established Date
- 09-01-2017
- Office Locations
- 1
Office Locations
About Private Wealth Solutions, LLC
Private Wealth Solutions, LLC is an RIA delivering comprehensive financial, insurance, and estate planning alongside ongoing portfolio management for retail clients, including business owners and entrepreneurs. The firm avoids individual stock recommendations and builds purpose-driven, long-term allocations using diversified funds/ETFs and fixed income rather than chasing past performance. Notable for requiring a complete client financial picture and a team-based advisory process; brokerage through Kovack Securities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS JAMES LAGERSTROM
Chief Compliance Officer, Managing Member
- CRD
- #2177433
- Ownership
- 50% but less than 75%
ALLEN NMN MINASSIAN
Managing Member
- CRD
- #2448470
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kumbirai Vincent Mtunga
--
- CRD
- #4631916
ERIC ODELLE PUCKETT
--
- CRD
- #6907079
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $500,000,000 | $714,286 |
| Total | $500,000,000 | $714,286 |
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Separately Managed Accounts
Total SMA Asset: $500,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $697,051,438 | 32.9% |
| Equity - Exchange | $330,516,791 | 15.6% |
| U.S. Government/Agency | $330,516,791 | 15.6% |
| Cash | $510,606,068 | 24.1% |
| Municipal Bonds | $250,006,291 | 11.8% |
| Total | $2,118,697,379 | 100.0% |