Physician Wealth Solutions

Physician Wealth Solutions (CRD# 151570) is a financial advisory firm headquartered in , . They manage $88,914,467 in 388 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $229,161
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MD, NC, NV, TX

Financial Advisors at Physician Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Setu S. Mazumdar
CRD#: 5713552
Las Vegas, NV
96
Wealthminder
score

Setu Mazumdar (CRD# 5713552) is an Investment Advisor Representative working at Physician Wealth Solutions in Las Vegas, NV and has over 7 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.

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