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).
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Total Assets Under Management359MILLION
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Total Number of Accounts912ACCOUNTS
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Average Account Value$393,613
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, NV, TN, TX
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.
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.
Eric Puckett (CRD# 6907079) is an Investment Advisor Representative working at Private Wealth Solutions, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.