# Private Wealth Solutions, LLC

> Private Wealth Solutions, LLC is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 289437
- Filed as: PRIVATE WEALTH SOLUTIONS, LLC
- Also doing business as: PRIVATE WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289437
- AdvisorCensus page: https://advisorcensus.com/firm/private-wealth-solutions-llc-calabasas-ca-289437

## Quick answers

**How is Private Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Private Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Private Wealth Solutions, LLC located?**
Private Wealth Solutions, LLC's principal office is in Calabasas, CA, according to its Form ADV.

**Is Private Wealth Solutions, LLC registered with the SEC or a state?**
Private Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289437.

**How much does Private Wealth Solutions, LLC manage?**
Private Wealth Solutions, LLC reports $500,000,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (0% discretionary).

**How have Private Wealth Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Private Wealth Solutions, LLC: Regulatory assets under management: $235,000,000 in the October 2021 data and $500,000,000 in the October 2026 data, up 113%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (115).

**Which custodians does Private Wealth Solutions, LLC use?**
Private Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co as a custodian holding 10% or more of its separately managed account assets.

**Does Private Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289437

**What changed in Private Wealth Solutions, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 2. Regulatory assets under management went from $403,302,552 to $500,000,000 (+24%). Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $500,000,000
- Discretionary: $0
- Non-discretionary: $500,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $70,000,000 |
| High net worth individuals | 115 | $430,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- privatewealthsolutions.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $235,000,000 | 3 | February 3, 2021 |
| October 2022 | $345,580,884 | 4 | February 28, 2022 |
| October 2023 | $295,499,654 | 3 | March 6, 2023 |
| October 2024 | $358,974,653 | 2 | June 25, 2024 |
| October 2025 | $403,302,552 | 4 | March 20, 2025 |
| October 2026 | $500,000,000 | 5 | February 17, 2026 |

Regulatory assets under management: $235,000,000 in the October 2021 data and $500,000,000 in the October 2026 data, up 113%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 2.
- Regulatory assets under management went from $403,302,552 to $500,000,000 (+24%).
- Registered or notice-filed in WA.

### January 2026
- No longer registered or notice-filed in FL, TN, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Wealth Solutions, LLC (CRD 289437): Form ADV filing data as of October 2026.