CLEARWATER, FLCRD 306475Latest ADV January 21, 2026
Personalized Financial Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated January 21, 2026, reports $143M in regulatory assets under management, 4 employees, and 505 accounts.
Assets Under Management
$143M
Employees
4
Offices
--
Total Clients
144
Primary office
CLEARWATER, FL
28163 US HIGHWAY 19 NORTH, SUITE 205, CLEARWATER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
102
2
HNWI
29.2%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of January 21, 2026
Discretionary91.6%
$131M
92% of total RAUM91.6%
Non-discretionary8.4%
$12M
8% of total RAUM8.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts505
10Y AUM Change+$143M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change+3 (+300.0%)
* 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.