Personalized Financial Solutions LLC
● SEC registered since 2025CRD 306475SEC# 801-131695Clearwater, FL
Reg. AUM
$142.6M
Employees
4
Accounts
505
Location
Clearwater, FL
Personalized Financial Solutions LLC assets under management
Personalized Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 2025. It reports $142.6 million in regulatory assets under management and employs 4 people.
Personalized Financial Solutions LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Michael Seymour Control | Managing Member, Principal And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Personalized Financial Solutions LLC manage?
Personalized Financial Solutions LLC reports $142.6 million in regulatory assets under management on its Form ADV.
How many employees does Personalized Financial Solutions LLC have?
Personalized Financial Solutions LLC reports 4 employees.
Where is Personalized Financial Solutions LLC located?
Personalized Financial Solutions LLC is based in Clearwater, FL and has been SEC-registered since 2025.
Does Personalized Financial Solutions LLC disclose fund performance?
Personalized Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28163 US Highway 19 North, Suite 205, Clearwater, FL 33761 |
| Phone | 727-754-4401 |
| Fax | 727-205-3785 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$142.6M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$142.6Mregulatory AUM
Discretionary $130.6MNon-discretionary $12M