Investment adviser · CRD 344140

PERSONAL WEALTH STRATEGIES

Investment adviser filing (IA)

PERSONAL WEALTH STRATEGIES LLC

HAMILTON, NJ, United States · Form ADV filed Aug 26, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2277 ROUTE 33, SUITE 415
HAMILTON, NJ, 08690, United States

CRD 344140

Filing source

Form ADV 2128268 · Aug 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.