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PHYSICIAN WEALTH SOLUTIONS
Legal name: PHYSICIAN WEALTH SOLUTIONS INC.
CRD 151570File 801-109977
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$298.9M
Below cohort median (national)
Discretionary AUM
$298.9M
Clients
109
459 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 15, 2017
- Principal office
- Not reported
- Phone
- 404-386-7641
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.9M
- Discretionary AUM
- $298.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 459
- Non-discretionary accounts
- 0
- Total accounts
- 459
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $288.6M |
| Pension and profit sharing plans | 2 | $0 |
| Individuals (other than high net worth individuals) | 30 | $10.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 105 | 109 | increased by4 |
| Mar 1, 2026 | AUM | $256,551,873 | $298,874,272 | increased by$42,322,399 |
| Mar 1, 2026 | Accounts | 447 | 459 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 101 | 105 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $232,324,656 | $256,551,873 | increased by$24,227,217 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 435 | 447 | increased by12 |
| Feb 1, 2022 | AUM | $188,762,361 | $232,324,656 | increased by$43,562,295 |
| Feb 1, 2022 | Accounts | 412 | 435 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PHYSICIAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PHYSICIAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.