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PERSONAL CFO SOLUTIONS LLC

CHESTER, NJ · CRD 158248 · IAPD ↗ · pcfos.com · 908-955-7055

$1.65BRegulatory AUM
14Advisory reps
18Employees
0Clients
More than 500Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PERSONAL CFO SOLUTIONS LLC notice-filed in ME, MO, NH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — PERSONAL CFO SOLUTIONS LLC notice-filed in DC, MI, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PERSONAL CFO SOLUTIONS LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — PERSONAL CFO SOLUTIONS LLC notice-filed in IA, IN, KY, NE, OR, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — PERSONAL CFO SOLUTIONS LLC crossed $1B in regulatory AUM ($960.5M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.