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PERSONALIZED FINANCIAL SOLUTIONS LLC

CLEARWATER, FL · CRD 306475 · IAPD ↗ · pfsinvest.com · 727-754-4401

$142.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — PERSONALIZED FINANCIAL SOLUTIONS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
February 2026 — PERSONALIZED FINANCIAL SOLUTIONS LLC reported RAUM up 30% ($109.4M -> $142.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2025 — PERSONALIZED FINANCIAL SOLUTIONS LLC (CLEARWATER, FL) is newly SEC-registered with $109.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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