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PERSONAL CFO SOLUTIONS LLC
CRD 158248File 801-74412
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Clients
653
4,764 accounts
Employees
18
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 21, 2012
- Principal office
- 384 MAIN STREET, CHESTER, NJ, 07930-2528
- Phone
- 908-955-7055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.65B
- Discretionary AUM
- $1.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,764
- Non-discretionary accounts
- 0
- Total accounts
- 4,764
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $5.2M |
| High net worth individuals | 387 | $1.56B |
| Pension and profit sharing plans | 12 | $8.6M |
| Individuals (other than high net worth individuals) | 237 | $78.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 611 | 653 | increased by42 |
| Apr 1, 2026 | AUM | $1,375,126,396 | $1,649,290,976 | increased by$274,164,580 |
| Apr 1, 2026 | Accounts | 4,411 | 4,764 | increased by353 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 18 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 449 | 611 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,200,444,334 | $1,375,126,396 | increased by$174,682,062 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,759 | 4,411 | increased by652 |
| Apr 1, 2022 | Employees | 13 | 17 | increased by4 |
| Apr 1, 2022 | Clients | 867 | 449 | decreased by418 |
| Apr 1, 2022 | AUM | $1,003,352,084 | $1,200,444,334 | increased by$197,092,250 |
| Apr 1, 2022 | Accounts | 3,486 | 3,759 | increased by273 |
| 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 “PERSONAL CFO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERSONAL CFO” 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.