Private Wealth Solutions, LLC

Private Wealth Solutions, LLC (CRD# 289437) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $358,974,653 in 912 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5850 Canoga Avenue, Suite 315, Woodland Hills, CA 91367
https://www.privatewealthsolutions.com/
By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $393,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TN, TX

Financial Advisors at Private Wealth Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Douglas Lagerstrom, financial advisor Woodland Hills CA
Douglas J. Lagerstrom
CRD#: 2177433
5850 Canoga Avenue, Suite 315, Woodland Hills, CA 91367

Douglas Lagerstrom (CRD# 2177433) is an Investment Advisor Representative working at Private Wealth Solutions, LLC in Woodland Hills, CA and has over 32 years of experience in the finance industry.

2
Allen Minassian, financial advisor Woodland Hills CA
Allen N. Minassian
CRD#: 2448470
5850 Canoga Avenue, Suite 315, Woodland Hills, CA 91367

Allen Minassian (CRD# 2448470) is an Investment Advisor Representative working at Private Wealth Solutions, LLC in Woodland Hills, CA and has over 30 years of experience in the finance industry.

3
Eric Puckett, financial advisor Woodland Hills CA
Eric O. Puckett
CRD#: 6907079
5850 Canoga Avenue, Suite 315, Woodland Hills, CA 91367

Eric Puckett (CRD# 6907079) is an Investment Advisor Representative working at Private Wealth Solutions, LLC in Woodland Hills, CA and has over 3 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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