Personal Wealth Strategies

Overview

Personal Wealth Strategies is a newly formed limited liability company that registered with the SEC in 2026 and operates as a capital allocator and registered representative of a broker-dealer. The firm’s advisory mandate covers financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and includes the selection of sub‑advisers. Ownership is held by an individual principal and the adviser is categorized as unclassified in the snapshot data. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee options, indicating flexibility to serve both ongoing wealth-management relationships and project-based planning engagements. The firm is not flagged as an active ESG investor and is not set up as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices