PRIVATE WEALTH STRATEGIES, L.L.C.

PRIVATE WEALTH STRATEGIES, L.L.C. of NEW ALBANY, OH is an SEC-registered investment adviser (CRD 298682). Regulatory assets under management: $615.0M.

Registration

• CRD: 298682
• SEC file number: 801-114104
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 298682 on SEC IAPD (source of record)
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