PHYSICIANS WEALTH SOLUTIONS, LLC

PHYSICIANS WEALTH SOLUTIONS, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 170623). Regulatory assets under management: $43.3M.

Registration

• CRD: 170623
• Type: Registered investment adviser
• Location: 6816 CAINE ROAD, COLUMBUS, OH, 43235
• Phone: 740-417-4160
• Latest filing: 2026-03-31
• Regulatory AUM: $43.3M
• Discretionary AUM: $43.3M
• Clients: 4
• Accounts: 135

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search