Private Wealth Management Solutions, LLC

Private Wealth Management Solutions, LLC (CRD# 167564) is a financial advisory firm headquartered in Bellevue, WA. They manage $35,649,168 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $258,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Private Wealth Management Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradley C. Van Vechten
CRD#: 2447063
11232 Ne 15th Street, Suite 100, Bellevue, WA 98004

Bradley Van Vechten (CRD# 2447063) is an Independent, Fee Only, Registered Investment Advisor working at Private Wealth Management Solutions, LLC in Bellevue, WA and has over 22 years of experience in the finance industry. Bradley Van Vechten 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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