Physician Wealth Solutions Inc. is a large advisory firm based in Las Vegas. It manages $143.38 million of regulatory assets for 429 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Georgia, and 5 other states.
Physician Wealth Solutions provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Physician Wealth Solutions Inc. is $143.38 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Physician Wealth Solutions Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Physician Wealth Solutions is high net worth individuals with 64 clients and $125.32 million of assets under management. Among the 13 most similar advisory firms, Physician Wealth Solutions has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $139.32 million for 103 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Physician Wealth Solutions doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Physician Wealth Solutions Inc. performs its advisory services is located at 8775 Lufield Ridge Ct., Las Vegas, NV 89149, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-386-7641 or by fax 8885134141. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at physicianwealthsolutions.com.