Private Wealth Solutions, LLC

CRD 289437 · Calabasas, CA · $500.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 289437
SEC number: 801-111072
Firm type: RIA
Assets under management: $500.0M as of Feb 17, 2026
Website: www.privatewealthsolutions.com ↗
Phone: 818-264-0600
Address: 26050 Mureau Road, Calabasas, CA, 91302

Advisors at this firm

4 in our index · page 1 of 1

Douglas James LagerstromCRD 2177433 · Calabasas, CA

IA RegisteredBroker

Disclosure event(s) on record
Allen Nmn MinassianCRD 2448470 · Calabasas, CA

IA RegisteredBroker
Kumbirai Vincent MtungaCRD 4631916 · Calabasas, CA

IA Registered

Disclosure event(s) on record
Eric Odelle PuckettCRD 6907079 · Calabasas, CA

IA Registered

Source & corrections

Where this page comes from

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