PRIVATE WEALTH SOLUTIONS, LLC
CRD #289437 SEC #801-111072 CALABASAS, CA 818-264-0600
SEC Registered
Total AUM
$403.3M
Discretionary
$0
Employees
4
Clients
0
Accounts
1,077
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $403.3M | $0 | $403.3M | 4 | 0 |
| Mar 2025 | $403.3M | $0 | $403.3M | 4 | 0 |
| Feb 2025 | $403.3M | $0 | $403.3M | 4 | 0 |
| Jun 2024 | $359M | $0 | $359M | 2 | 0 |
| Apr 2024 | $359M | $0 | $359M | 2 | 0 |
| Mar 2024 | $359M | $0 | $359M | 2 | 0 |
| Mar 2023 | $295.5M | $0 | $295.5M | 3 | 0 |
| Feb 2022 | $345.6M | $0 | $345.6M | 4 | 0 |
| Feb 2021 | $235M | $0 | $235M | 3 | 0 |
| Jun 2020 | $182M | $0 | $182M | 2 | 0 |
| Feb 2020 | $182M | $0 | $182M | 2 | 0 |
| Aug 2019 | $148M | $0 | $148M | 2 | 0 |
| Feb 2019 | $148M | $0 | $148M | 2 | 0 |
| Dec 2018 | $132M | $0 | $132M | 2 | 0 |
| Sep 2018 | $132M | $0 | $132M | 2 | 0 |
| Mar 2018 | $132M | $0 | $132M | 2 | 0 |
| Jan 2018 | $132M | $0 | $132M | 2 | 0 |
| Jan 2018 | $132M | $0 | $132M | 2 | 0 |
| Jan 2018 | $132M | $0 | $132M | 2 | 0 |
| Oct 2017 | $105M | $0 | $105M | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$403.3M
Discretionary$0
Non-Disc.$403.3M
Employees4
Clients0
DateMar 2025
Total AUM$403.3M
Discretionary$0
Non-Disc.$403.3M
Employees4
Clients0
DateFeb 2025
Total AUM$403.3M
Discretionary$0
Non-Disc.$403.3M
Employees4
Clients0
DateJun 2024
Total AUM$359M
Discretionary$0
Non-Disc.$359M
Employees2
Clients0
DateApr 2024
Total AUM$359M
Discretionary$0
Non-Disc.$359M
Employees2
Clients0
DateMar 2024
Total AUM$359M
Discretionary$0
Non-Disc.$359M
Employees2
Clients0
DateMar 2023
Total AUM$295.5M
Discretionary$0
Non-Disc.$295.5M
Employees3
Clients0
DateFeb 2022
Total AUM$345.6M
Discretionary$0
Non-Disc.$345.6M
Employees4
Clients0
DateFeb 2021
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees3
Clients0
DateJun 2020
Total AUM$182M
Discretionary$0
Non-Disc.$182M
Employees2
Clients0
DateFeb 2020
Total AUM$182M
Discretionary$0
Non-Disc.$182M
Employees2
Clients0
DateAug 2019
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees2
Clients0
DateFeb 2019
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees2
Clients0
DateDec 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateSep 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateMar 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateJan 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateJan 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateJan 2018
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients0
DateOct 2017
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0