RIA IntelAdvisersPennsylvaniaSTRUCTURED PORTFOLIO SOLUTIONS, LLC

STRUCTURED PORTFOLIO SOLUTIONS, LLC

Advisory

PA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in PA
#1,370
of 1,528 advisers by AUM
Average account
$928K
across 9 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM
$8M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$5M
Non-Discretionary AUM$3M
Discretionary %59.5%
Total Clients4
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

TARGETED FINANCIAL PLANNING LLC
$8M
GREEN DRAKE ADVISORS LLC
BRYN MAWR, PA
$8M
HARVEST FINANCIAL PLANNING ASSOCIATES, LLC
$8M
60 WEST ADVISORS, LLC
BETHLEHEM, PA
$8M
+5.5% 1Y
EDWARD L. OSTROM, JR.
$9M
LOCUS WEALTH MANAGEMENT LLC
$9M

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