Private Wealth Management Solutions, LLC
Private Wealth Management Solutions, LLC (CRD# 167564) is a financial advisory firm headquartered in Bellevue, WA. They manage $10,500,000 in 72 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$145,833
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.