PROPEL PRIVATE WEALTH LLC is an SEC-registered investment adviser (CRD 340734). Regulatory assets under management: $2.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Munish Jain | FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | — |