Propel Private Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 340734
- Registered since
- March 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Propel Private Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that also selects third‑party managers. Its advisory capabilities include financial planning and discretionary portfolio management for individuals, small businesses and other institutions, plus manager selection. The firm bills clients via percentage of AUM, hourly charges and fixed fees. Propel is not an active ESG investor. Propel is SEC‑registered (registration year listed as 2026) and reports that it engages external managers as part of its allocation process rather than relying solely on in‑house strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds37%
Owners & executives
1 of 1Munish Jain
Chief Executive Officer & Chief Compliance OfficerCRD 5364010
Contacts
1 of 1
Munish Jain
Founding PartnerCRD 8241691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations