Physician Wealth Solutions
Physician Wealth Solutions (CRD# 151570) is a financial advisory firm headquartered in , . They manage $140,788,052 in 589 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management141MILLION
Total Number of Accounts589ACCOUNTS
Average Account Value$239,029
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, MD, NC, NV, PA, TX
Setu Mazumdar (CRD# 5713552) is an Investment Advisor Representative working at Physician Wealth Solutions in Las Vegas, NV and has over 8 years of experience in the finance industry. Setu Mazumdar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.