PHYSICIAN WEALTH SOLUTIONS INC.
Doing business as PHYSICIAN WEALTH SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$298,874,272
Discretionary
$298,874,272
Non-discretionary
$0
Firm details
- CRD number
- 151570
- SEC file number
- 801-109977
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.