| Name | Title | Ownership | Since |
|---|---|---|---|
| Setu Shubhang Mazumdar Control | President & Chief Compliance Officer, And Chief Operating Officer | Over 75% | 2009 |
Physician Wealth Solutions Inc. reports $256.6 million in regulatory assets under management on its Form ADV.
Physician Wealth Solutions Inc. reports 1 employees.
Physician Wealth Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 404-386-7641 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $256.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $256.6M |