RIA Intel›Advisers›Ohio›PRIVATE WEALTH STRATEGIES, L.L.C.

PRIVATE WEALTH STRATEGIES, L.L.C.

Advisory

N·NEW ALBANY, OH

Data as of Mar 20, 2024 · Source: SEC Form ADV

Total AUM

$615M

1-Year AUM Growth

+16.9%

3-Year CAGR

+7.6%

Employees

10

Assets Under Management

Total AUM$615M

Discretionary AUM$590M

Non-Discretionary AUM$25M

Discretionary %95.9%

Total Clients—

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingSep 7, 2018

Latest FilingMar 20, 2024

🔒 Full AUM trend chart and 31 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRIVATE WEALTH STRATEGIES, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.