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PROPEL PRIVATE WEALTH LLC

CRD 340734 · SEC 801-135613

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$2.8M

Discretionary AUM

$2.8M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-19

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals3$2.8M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD