PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC

PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 167564). Regulatory assets under management: $43.7M.

Registration

• CRD: 167564
• Type: Registered investment adviser
• Location: 11232 NE 15TH STREET, SUITE 100, BELLEVUE, WA, 98004
• Phone: 425-896-7617
• Latest filing: 2026-04-01
• Regulatory AUM: $43.7M
• Discretionary AUM: $43.7M
• Clients: 1
• Accounts: 147

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search