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PERSONALIZED FINANCIAL SOLUTIONS LLC
CRD 306475File 801-131695
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.6M
Bottom 25% of cohort (national)
Discretionary AUM
$130.6M
Non-discretionary $12.0M
Clients
144
505 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 3, 2025
- Principal office
- 28163 US HIGHWAY 19 NORTH, SUITE 205, CLEARWATER, FL, 33761
- Phone
- 727-754-4401
- Website
- https://www.pfsinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.6M
- Discretionary AUM
- $130.6M
- Non-discretionary AUM
- $12.0M
- Discretionary accounts
- 415
- Non-discretionary accounts
- 90
- Total accounts
- 505
- AUM per client
- $990K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $98.9M |
| Individuals (other than high net worth individuals) | 102 | $43.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.