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Kumbirai Vincent Mtunga

Investment Adviser Representative at Private Wealth Solutions, LLC

Calabasas, CACRD #4631916Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kumbirai Vincent Mtunga is an investment adviser representative with Private Wealth Solutions, LLC in Calabasas, CA, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Stevens Foster Financial Advisors and Kovack Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Nevada, and Texas.

Office

26050 Mureau Road, Suite 103
Calabasas, CA 91302

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Nevada, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/4/2004
SIE
Securities Industry Essentials Examination
Passed 5/20/2016
Series 7
General Securities Representative Examination
Passed 3/25/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Private Wealth Solutions, LLCCurrent
4/5/2024 – Calabasas, CA
Stevens Foster Financial Advisors
5/21/2018 – 5/5/2023Bloomington, MN
Kovack Advisors, Inc.
1/11/2011 – 5/20/2016Woodland Hills, CA
Financial WEST Group
10/27/2008 – 9/7/2010Los Angeles, CA
Brookstreet Capital Management
6/1/2006 – 6/22/2007Woodland Hills, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Stevens Foster Financial Advisors
    Feb 2016 – Apr 2026Bloomington, MN
  2. Private Wealth Solutions, LLC
    Apr 2024 – no end date reportedCalabasas, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Private Wealth Solutions, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment, retirement, insurance, estate, and tax planning advice; comprehensive wealth analysis; retirement probability calculation; complimentary investment and financial advice; and customized web portal access.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Investment PlanningRetirement PlanningInsurance PlanningEstate PlanningTax PlanningComprehensive Financial PlanningWealth AnalysisBusiness Ownership Risk Mitigation

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Calabasas, CA
SEC file number:
801-111072

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 17, 2026

View full firm profile

Other advisors at Private Wealth Solutions, LLC

3 other advisors in the directory

View Private Wealth Solutions, LLC firm profile

Similar advisors in Calabasas, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kumbirai Vincent Mtunga has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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