PERSONALIZED FINANCIAL SOLUTIONS LLC
CRD #306475 SEC #801-131695 CLEARWATER, FL 727-754-4401
SEC Registered Disclosures
Total AUM
$109.4M
Discretionary
$100.9M
Employees
4
Clients
25
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $109.4M | $100.9M | $8.6M | 4 | 0 |
| Jul 2025 | $109.4M | $100.9M | $8.6M | 5 | 0 |
| Apr 2025 | $109.4M | $100.9M | $8.6M | 5 | 0 |
| Feb 2025 | $109.4M | $100.9M | $8.6M | 4 | 0 |
| Feb 2025 | $109.3M | $100.6M | $8.7M | 4 | 0 |
| Dec 2024 | $109.3M | $100.6M | $8.7M | 4 | 0 |
| Nov 2024 | $109.3M | $100.6M | $8.7M | 4 | 0 |
| Mar 2023 | $57.6M | $57.6M | $0 | 4 | 0 |
| Apr 2022 | $51.3M | $51.3M | $0 | 4 | 0 |
| Apr 2022 | $51.3M | $51.3M | $0 | 4 | 0 |
| Dec 2021 | $47.7M | $47.7M | $0 | 2 | 0 |
| Nov 2021 | $47.7M | $47.7M | $0 | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$109.4M
Discretionary$100.9M
Non-Disc.$8.6M
Employees4
Clients0
DateJul 2025
Total AUM$109.4M
Discretionary$100.9M
Non-Disc.$8.6M
Employees5
Clients0
DateApr 2025
Total AUM$109.4M
Discretionary$100.9M
Non-Disc.$8.6M
Employees5
Clients0
DateFeb 2025
Total AUM$109.4M
Discretionary$100.9M
Non-Disc.$8.6M
Employees4
Clients0
DateFeb 2025
Total AUM$109.3M
Discretionary$100.6M
Non-Disc.$8.7M
Employees4
Clients0
DateDec 2024
Total AUM$109.3M
Discretionary$100.6M
Non-Disc.$8.7M
Employees4
Clients0
DateNov 2024
Total AUM$109.3M
Discretionary$100.6M
Non-Disc.$8.7M
Employees4
Clients0
DateMar 2023
Total AUM$57.6M
Discretionary$57.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0