Physician Wealth Solutions
Firm details
- Headquarters
- ,
- CRD number
- 151570
- Registered since
- February 15, 2017
- Website
- physicianwealthsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.55%
- Individuals3.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Physician Wealth Solutions is an independent SEC-registered investment adviser that began registration in 2017 and is privately owned. The firm serves both individual and family clients as well as institutional clients, and charges a mix of asset-based fees and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting. Physician Wealth Solutions does not position itself as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1
Setu Mazumdar
Financial Planner & Investment AdvisorCRD 5713552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$261M in ETFs
13%
$33.4M
85%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $38M | 735,418 | 14.57% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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