Bradley Van Vechten
Private Wealth Management Solutions · Bellevue, Washington
Bradley Van Vechten is a fee-only financial advisor at Private Wealth Management Solutions in Bellevue, Washington, who holds the CFP and ChFC credentials. Bradley focuses on small business owners. Private Wealth Management Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Private Wealth Management Solutions |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $43.7M across 147 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, WA · CRD 2447063 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.pwmsolutions.com |
How Bradley's firm compares
- Private Wealth Management Solutions's average account is about $297,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Bradley
Is Bradley Van Vechten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Private Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Private Wealth Management Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bradley Van Vechten based?
Bradley Van Vechten is based in Bellevue, Washington.
What does Bradley specialize in?
Bradley's specialties include small business owners.
What credentials does Bradley Van Vechten hold?
Bradley Van Vechten holds the CFP and ChFC credentials.
Is Bradley Van Vechten registered with the SEC?
Yes. Bradley Van Vechten is registered as an investment adviser representative in CA and WA (CRD 2447063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Private Wealth Management Solutions manage?
Private Wealth Management Solutions reports $43.7M across 147 accounts in assets under management.
How do I contact Bradley Van Vechten?
Through Bradley's website, www.pwmsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Private Wealth Management Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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