PRIVATE WEALTH SOLUTIONS, LLC

CRD #289437 SEC #801-111072 CALABASAS, CA 818-264-0600

SEC Registered

Total AUM

$403.3M

Discretionary

Employees

Clients

Accounts

1,077

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, DOUGLAS, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control
MINASSIAN, ALLEN, NMN	I	MANAGING MEMBER	C	Control

Registrations

Federal

Oct 31, 2025 REGISTERED

Notice Filings (9)

AR AZ CA FL HI NV TN TX WA

Address

26050 MUREAU ROAD
SUITE 103
CALABASAS, CA 91302
United States

Phone: 818-264-0600