CALABASAS, CACRD 289437Latest ADV February 17, 2026
Private Wealth Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calabasas, CA. Its latest Form ADV filing, dated February 17, 2026, reports $500M in regulatory assets under management, 5 employees, and 700 accounts.
Assets Under Management
$500M
Employees
5
Offices
--
Total Clients
275
Primary office
CALABASAS, CA
26050 MUREAU ROAD, SUITE 103, CALABASAS, CA, United States
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
160
2
HNWI
41.8%
115
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$500Mas of February 17, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$500M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$500M
Total Accounts700
10Y AUM Change+$500M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee55:1
10Y Employee Change+3 (+150.0%)
* 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.