Physician Wealth Solutions Inc.
● SEC registered since 2017CRD 151570SEC# 801-109977
Reg. AUM
$298.9M
Employees
1
Accounts
459
Location
—
Physician Wealth Solutions Inc. assets under management
Physician Wealth Solutions Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $298.9 million in regulatory assets under management and employs 1 people.
Physician Wealth Solutions Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Setu Shubhang Mazumdar Control | President & Chief Compliance Officer, And Chief Operating Officer | Over 75% | 2009 |
Frequently asked questions
How much does Physician Wealth Solutions Inc. manage?
Physician Wealth Solutions Inc. reports $298.9 million in regulatory assets under management on its Form ADV.
How many employees does Physician Wealth Solutions Inc. have?
Physician Wealth Solutions Inc. reports 1 employees.
Does Physician Wealth Solutions Inc. disclose fund performance?
Physician Wealth Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 404-386-7641 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$298.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$298.9Mregulatory AUM
Discretionary $298.9M