PRIVATE WEALTH STRATEGIES, L.L.C.
Legal name: SHORE MORGAN YOUNG WEALTH STRATEGIES
CRD #298682 SEC #801-114104 NEW ALBANY, OH (614) 888-2117
SEC Registered
Total AUM
$615M
Discretionary
$590M
Employees
10
Clients
251
Accounts
1,251
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2024
- 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 |
|---|---|---|---|---|
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Osterling, Adam, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| JOMO HOLDINGS, INC | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| LEWIS D SHORE & ASSOCIATES | DE | OWNER | C | Control |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B | |
| BARAKAT HOLDINGS, INC | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| Morgan, Jon, Ryan | I | JOMO HOLDINGS, INC | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| YOUNG, MARYA, C | I | BARAKAT HOLDINGS, INC | E | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| MORGAN, JON, R | I | JOMO HOLDINGS, INC | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
| SHORE, LEWIS, DORIAN | I | LEWIS D SHORE & ASSOCIATES | C | Control |
Registrations
Federal
IA
Mar 20, 2024 REGISTERED
Notice Filings (16)
CA CT FL GA IL LA MA NC NH NJ NY OH PA SC TX WI
Address
29 S HIGH STREETSUITE A
NEW ALBANY, OH 43054
United States
Phone: (614) 888-2117