PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC

Overview

Private Wealth Management Solutions, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines fee-based asset management (percentage of AUM) with hourly planning engagements, and it also provides selection-of-other-advisers services when clients require specialist capabilities. Investment emphasis leans toward equity exposures — both exchange-traded equities and ETFs — while the firm acts as a capital allocator when appropriate, placing client capital with external managers for alternative strategies. The adviser describes itself as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction. Given the client base (individuals and small businesses) and the firm’s size, portfolios are likely customized and delivered with a high-touch approach rather than mass-market model delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices