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Propel Private Wealth LLC

● SEC registered since 2026CRD 340734SEC# 801-135613
Export (members)
Reg. AUM
$2.8M
Employees
1
Accounts
3
Location
—

Propel Private Wealth LLC assets under management

Propel Private Wealth LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $2.8 million in regulatory assets under management and employs 1 people.
www.propelprivatewealth.comView on SEC.gov ↗

Propel Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Munish Jain ControlFounding Partner, Chief Compliance Officer, Chief Executive OfficerOver 75%2026

Frequently asked questions

How much does Propel Private Wealth LLC manage?

Propel Private Wealth LLC reports $2.8 million in regulatory assets under management on its Form ADV.

How many employees does Propel Private Wealth LLC have?

Propel Private Wealth LLC reports 1 employees.

Does Propel Private Wealth LLC disclose fund performance?

Propel Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(424) 222-5767
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.8M
Non-discretionary$0
Total (RAUM)$2.8M