Physician Wealth Services, LLC
Physician Wealth Services, LLC (CRD# 282338) is a financial advisory firm headquartered in San Diego, CA. They manage $22,454,724 in 357 accounts and serve the financial needs of clients across 22 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts357ACCOUNTS
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Average Account Value$62,898
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, NC, NE, NH, NV, NY, OH, OR, PA, TX, VA, WA, WI
Financial Advisors at Physician Wealth Services, LLC
No Advisor Found.
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