PHYSICIAN WEALTH SOLUTIONS

Registration Details

Accession

CRD-151570

Filing Date

February 9, 2026

AUM

$298.9M

Total Clients

459

Institutional Clients

2

Employees

1

Amendment

No

SEC EDGAR

View original filing →

Client Types

About this Adviser

PHYSICIAN WEALTH SOLUTIONS is a registered investment adviser, managing approximately $298.9M in assets across 459 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.