Physicians Wealth Solutions, LLC

Physicians Wealth Solutions, LLC (CRD# 170623) is a financial advisory firm headquartered in Columbus, OH. They manage $35,551,316 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

6816 Caine Road, Columbus, OH 43235

https://physicians-ws.com

By the Numbers

Total Assets Under Management

36

MILLION
Total Number of Accounts

121

ACCOUNTS
Average Account Value

$293,813

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Physicians Wealth Solutions, LLC

Showing 1 - 2 of 2 top financial advisors.

John Quimjian

CRD#: 6307269

6816 Caine Road, Columbus, OH 43235

John Quimjian (CRD# 6307269) is an Investment Advisor Representative working at Physicians Wealth Solutions, LLC in Columbus, OH and has over 10 years of experience in the finance industry.

John R. Stewart

CRD#: 860764

6816 Caine Road, Columbus, OH 43235

John Stewart (CRD# 860764) is an Investment Advisor Representative working at Physicians Wealth Solutions, LLC in Columbus, OH and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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