Physicians Wealth Solutions, LLC

Physicians Wealth Solutions, LLC (CRD# 170623) is a financial advisory firm headquartered in Delaware, OH. They manage $15,000,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $441,176
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OH

Financial Advisors at Physicians Wealth Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Quimjian
CRD#: 6307269
345 W. Central Ave., Delaware, OH 43015
89
Wealthminder
score

John Quimjian (CRD# 6307269) is an Investment Advisor Representative working at Physicians Wealth Solutions, LLC in Delaware, OH and has over 2 years of experience in the finance industry.

2
John R. Stewart
CRD#: 860764
345 W. Central Ave., Delaware, OH 43015
71
Wealthminder
score

John Stewart (CRD# 860764) is an Investment Advisor Representative working at Physicians Wealth Solutions, LLC in Delaware, OH and has over 32 years of experience in the finance industry.

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