PERSONAL FINANCIAL EXPERIENCES, LLC

PERSONAL FINANCIAL EXPERIENCES, LLC is an SEC-registered investment adviser (CRD 158950). Regulatory assets under management: $66.6M.

Registration

• CRD: 158950
• Type: Registered investment adviser
• Phone: 804-317-0268
• Latest filing: 2026-01-23
• Regulatory AUM: $66.6M
• Discretionary AUM: $66.6M
• Clients: 1
• Accounts: 187

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search