PRIVATE WEALTH SOLUTIONS, LLC

PRIVATE WEALTH SOLUTIONS, LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 289437). Regulatory assets under management: $500.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Douglas James LagerstromMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Allen Nmn MinassianMANAGING MEMBER
LAGERSTROM DOUGLAS JAMESMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
MINASSIAN ALLEN NMNMANAGING MEMBER

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