| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Nmn Minassian Control | Managing Member | 25-50% | 2017 |
| Douglas James Lagerstrom Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Private Wealth Solutions, LLC reports $403.3 million in regulatory assets under management on its Form ADV.
Private Wealth Solutions, LLC reports 4 employees.
Private Wealth Solutions, LLC is based in Calabasas, CA and has been SEC-registered since 2017.
Private Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 26050 Mureau Road, Suite 103, Calabasas, CA 91302 |
| Phone | 818-264-0600 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $403.3M |
| Total (RAUM) | $403.3M |