Private Wealth Solutions

Private Wealth Solutions is a multi-family office providing wealth management and investment advisory to high-net-worth families.

Private Wealth Solutions

PRIVATE WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser in CALABASAS, CA, registered since 2017. The firm manages approximately $500 million in regulatory assets. It has 5 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Private Wealth Solutions?

Public records do not identify specific principals or the investment team at Private Wealth Solutions. The firm's leadership structure is not disclosed.

How does Private Wealth Solutions source investment opportunities?

The firm's sourcing approach is not publicly documented. As a multi-family office, it may rely on relationships with external asset managers and direct network referrals.

What is Private Wealth Solutions' investment strategy?

Public information does not detail the firm's investment strategy. It likely covers multi-asset class wealth management, but no sector or geographic focus has been confirmed.

Is Private Wealth Solutions a single-family or multi-family office?

The firm is classified as a multi-family office, serving multiple high-net-worth families rather than a single wealthy family. This structure implies shared investment platforms and administrative functions across clients.

Does Private Wealth Solutions make direct investments or invest through funds?

No public information confirms the firm's investment vehicle preference. It may use a mix of direct deals and pooled fund commitments typical of multi-family offices.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.