# Propel Private Wealth LLC

> Propel Private Wealth LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 340734
- Filed as: PROPEL PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340734
- AdvisorCensus page: https://advisorcensus.com/firm/propel-private-wealth-llc-sacramento-ca-340734

## Quick answers

**How is Propel Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Propel Private Wealth 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 Propel Private Wealth LLC located?**
Propel Private Wealth LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is Propel Private Wealth LLC registered with the SEC or a state?**
Propel Private Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340734.

**How much does Propel Private Wealth LLC manage?**
Propel Private Wealth LLC reports $2,795,081 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Propel Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Propel Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340734

**What changed in Propel Private Wealth LLC's recent Form ADV filings?**
In the September 2026 filing data: Moved from SEC registration to state registration.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,795,081
- Discretionary: $2,795,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $2,795,081 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### September 2026
- Moved from SEC registration to state registration.

### June 2026
- Regulatory assets under management went from $0 to $2,795,081.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Propel Private Wealth LLC (CRD 340734): Form ADV filing data as of October 2026.