Private Wealth Solutions, LLC
● SEC registered since 2017CRD 289437SEC# 801-111072Calabasas, CA
Reg. AUM
$500M
Employees
5
Accounts
700
Location
Calabasas, CA
Private Wealth Solutions, LLC assets under management
Private Wealth Solutions, LLC is an investment advisory firm registered with the SEC based in Calabasas, CA. The firm has been registered since 2017. It reports $500 million in regulatory assets under management and employs 5 people.
Private Wealth Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Nmn Minassian Control | Managing Member | 25-50% | 2017 |
| Douglas James Lagerstrom Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Private Wealth Solutions, LLC manage?
Private Wealth Solutions, LLC reports $500 million in regulatory assets under management on its Form ADV.
How many employees does Private Wealth Solutions, LLC have?
Private Wealth Solutions, LLC reports 5 employees.
Where is Private Wealth Solutions, LLC located?
Private Wealth Solutions, LLC is based in Calabasas, CA and has been SEC-registered since 2017.
Does Private Wealth Solutions, LLC disclose fund performance?
Private Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26050 Mureau Road, Suite 103, Calabasas, CA 91302 |
| Phone | 818-264-0600 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$500M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$500Mregulatory AUM
Discretionary $0Non-discretionary $500M