RIA Intel›Advisers›Ohio›PHYSICIANS WEALTH SOLUTIONS, LLC

PHYSICIANS WEALTH SOLUTIONS, LLC

Advisory

COLUMBUS, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$321K

across 135 accounts

AUM per adviser

$11M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CROSSROADS FINANCIAL PLANNING, INC.

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