CRD: 297228
Preferred Wealth Advisors, LLC
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2018
- Office Locations
- 1
Office Locations
-- Freehold NJ
About Preferred Wealth Advisors, LLC
Preferred Wealth Advisors, LLC is a Freehold-based RIA. The firm has been operating for 8 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
61 AVG AGE
$4.8M AVG AUM / ADVISOR
$151.1K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JEFFREY DAVID STEVENS
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #2853775
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,836,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,836,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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