RIA Intel›Advisers›Washington›PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC

PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC

Advisory

BELLEVUE, WA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$297K

across 147 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

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

34 clients

13 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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-36.9% 1Y

CULLEN FINANCIAL PLANNING LLC

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