Personal Cfo Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chester, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $1.6B in regulatory assets under management, 18 employees, 1 office, and 4,764 accounts.
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
387
2
Individuals
36.3%
237
3
Corporations
2.6%
17
4
Pension Plans
1.8%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 30, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts4,764
10Y AUM Change+$1.1B (+228.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee36:1
10Y Employee Change+11 (+157.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.