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Propel Private Wealth LLC registers with CA
New state-registered adviser · CRD 340734 · 801-135613 · effective 2026-07-31
Effective 2026-07-31. 1 employee (1 advisory), $3M regulatory AUM across 3 accounts. Limited Liability Company (CA).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance