Propel Private Wealth LLC
● SEC registered since 2026CRD 340734SEC# 801-135613
Reg. AUM
$2.8M
Employees
1
Accounts
3
Location
—
Propel Private Wealth LLC assets under management
Propel Private Wealth LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $2.8 million in regulatory assets under management and employs 1 people.
Propel Private Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Munish Jain Control | Founding Partner, Chief Compliance Officer, Chief Executive Officer | Over 75% | 2026 |
Frequently asked questions
How much does Propel Private Wealth LLC manage?
Propel Private Wealth LLC reports $2.8 million in regulatory assets under management on its Form ADV.
How many employees does Propel Private Wealth LLC have?
Propel Private Wealth LLC reports 1 employees.
Does Propel Private Wealth LLC disclose fund performance?
Propel Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (424) 222-5767 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.8MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$2.8Mregulatory AUM
Discretionary $2.8M