# PRIVATE WEALTH STRATEGIES, L.L.C.

PRIVATE WEALTH STRATEGIES, L.L.C. of NEW ALBANY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 298682
- Type: SEC-registered investment adviser
- SEC file number: 801-114104
- Location: 29 S HIGH STREET, SUITE A, NEW ALBANY, OH, 43054
- Phone: (614) 888-2117
- Latest filing: 2024-03-20
- Regulatory AUM: $615.0M
- Discretionary AUM: $590.0M
- Non-discretionary AUM: $25.1M
- Clients: 10
- Accounts: 1,251

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Morgan Ryan | OWNER | Greenwood Village, CO |
| YOUNG DONALD C | PRESIDENT AND SHAREHOLDER | — |
| MORGAN WANDA R | OWNER | — |
| SHORE LEWIS DORIAN | OWNER | — |
| Osterling Adam Christopher | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298682/similar
- Related entities: https://search.stillhousedata.com/firm/298682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298682

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.