Be advised. This firm is no longer registered.

Physician Wealth Services, LLC

Physician Wealth Services, LLC (CRD# 282338) is a financial advisory firm headquartered in San Diego, CA. They manage $22,454,724 in 357 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $62,898
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, NC, NE, NH, NV, NY, OH, OR, PA, TX, VA, WA, WI

Financial Advisors at Physician Wealth Services, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.