Private Wealth Solutions, LLC
SEC Registered100+ years of collective experience helping clients meet their financial goals.
About the firm
Private Wealth Solutions LLC is a registered investment advisor based in Calabasas, CA, providing unbiased investment, retirement, insurance, estate, and tax planning advice. The firm takes a comprehensive financial planning approach and accepts new clients on a referral basis only.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment, retirement, insurance, estate, and tax planning advice; comprehensive wealth analysis; retirement probability calculation; complimentary investment and financial advice; and customized web portal access.
Who they serve
A very specific clientele taken on a referral basis only, including those seeking to retire comfortably, business owners, those managing finances after the loss of a spouse, and those navigating financial inheritance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $70M |
| High Net Worth Individuals | 115 | $430M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Private Wealth Solutions, LLC 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 the SEC or FINRA websites before making any decision.
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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