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PRIVATE WEALTH SOLUTIONS, LLC

CALABASAS, CA · CRD 289437 · IAPD ↗ · privatewealthsolutions.com · 818-264-0600

$500.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — PRIVATE WEALTH SOLUTIONS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — PRIVATE WEALTH SOLUTIONS, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2026 — PRIVATE WEALTH SOLUTIONS, LLC crossed $500M in regulatory AUM ($403.3M -> $500.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
March 2025 — PRIVATE WEALTH SOLUTIONS, LLC notice-filed in FL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
March 2025 — PRIVATE WEALTH SOLUTIONS, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
July 2024 — PRIVATE WEALTH SOLUTIONS, LLC moved its main office from WOODLAND HILLS, CA to CALABASAS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — PRIVATE WEALTH SOLUTIONS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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