Propel Private Wealth LLC

EST. AUM
$2,795,081

CONTACTS

CLIENT ACCOUNTS
3

Firm Details

Metro area Los Angeles
CRD Number 340734
Website propelprivatewealth.com
Client types

Overview

Propel Private Wealth LLC is a boutique registered investment adviser (RIA) based in Manhattan Beach, California, serving the greater Los Angeles metro area. Founded in early 2026 and led by Founding Partner and CEO Munish Jain, the firm provides personalized wealth management, including discretionary portfolio management, financial planning, and consulting services. Propel focuses on designing tailored investment strategies for individuals and families, generally requiring a minimum household account balance of $250,000 for its portfolio management services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Propel Private Wealth LLC

Platform Details

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