Fee-only adviser · Sacramento, CA
Propel Private Wealth LLC
Propel Private Wealth LLC is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Sacramento, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed August 3, 2026, it reports $2.8M in regulatory assets under management, 3 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 340734 · SEC file 801-135613 |
| Office | Sacramento, CA (mailing address; office not published) |
| Phone | (424) 222-5767 |
| Website | www.propelprivatewealth.com |
| Regulatory assets under management | $2.8M |
| Individual clients | 0 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sacramento
- True Wave Financial Planners $456M
- Towerpoint Wealth, LLC $561M
- Twin Rivers Wealth Management $122M
- Argos Wealth Advisors LLC $1.0B
- Strategic Advocates, LLC $34M
- Nix Wealth Management $82M
See all 25 fee-only advisers in Sacramento →
Nearby
- Gold River 2 firms
- Elk Grove 2 firms
- Fair Oaks 2 firms
- Roseville 13 firms
- Folsom 10 firms
- Rocklin 5 firms
- Granite Bay 5 firms
- Davis 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Propel Private Wealth LLC? Update this listing.