Setu Mazumdar
Physician Wealth Solutions · North Las Vegas, Nevada
Setu Mazumdar is a fee-only financial advisor at Physician Wealth Solutions in North Las Vegas, Nevada, who holds the CFP credential. Setu focuses on physicians & residents. Physician Wealth Solutions reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Physician Wealth Solutions |
|---|---|
| Based in | North Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $298.9M across 459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 5713552 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.physicianwealthsolutions.com |
| Profile |
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Questions about Setu
Is Setu Mazumdar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Setu holds no broker registration, and Physician Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Setu charge for financial advice?
Setu's firm, Physician Wealth Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Setu work with clients virtually?
Yes. Physician Wealth Solutions says on its website that it works with clients remotely.
Where is Setu Mazumdar based?
Setu Mazumdar is based in North Las Vegas, Nevada.
What does Setu specialize in?
Setu's specialties include physicians & residents. Setu works with physicians.
What credentials does Setu Mazumdar hold?
Setu Mazumdar holds the CFP credential.
Is Setu Mazumdar registered with the SEC?
Yes. Setu Mazumdar is registered as an investment adviser representative in NV and TX (CRD 5713552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Physician Wealth Solutions manage?
Physician Wealth Solutions reports $298.9M across 459 accounts in assets under management.
How do I contact Setu Mazumdar?
Through Setu's website, www.physicianwealthsolutions.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
- Physician Wealth 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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