PHYSICIANS WEALTH SOLUTIONS, LLC

Overview

Physicians Wealth Solutions, LLC is an independent RIA organized as a limited liability company that manages fee-based portfolios for individual and family clients. The firm positions itself as a capital allocator: its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of sub‑advisers. Investment activity centers on publicly available pooled vehicles—primarily mutual funds and other public funds—while the firm also brings third‑party managers into client portfolios when seeking exposure to less liquid or specialized strategies. The adviser uses a percentage‑of‑AUM fee model and operates under an owner‑type classified as individual. ESG is not an active focus for the firm, and it does not report multi‑state advisory status. Service delivery appears centered on discretionary portfolio management, with the firm reporting that all reported assets are managed on a discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices