Physician Wealth Solutions

Overview

Physician Wealth Solutions is an independent registered investment adviser focused on serving individual, family and select institutional clients, with particular expertise in working with physicians and small-business owners. The firm provides financial planning, discretionary portfolio management and pension consulting and charges a mix of percentage-of-AUM and fixed fees. Since registering with the SEC in 2017, the firm has favored public pooled funds and ETFs as the core building blocks of client portfolios, while supplementing those exposures with targeted insurance products and third‑party alternative strategies. Investment approach centers on diversified, fund-based core allocations — the firm’s filings show a clear tilt toward broad equity ETFs for market exposure and mutual funds for additional diversification. Physician Wealth Solutions is not positioned as an active ESG investor and does not operate as a multi-state adviser. Custody and trade execution are concentrated through a primary custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices