$7.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Equity Trust · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
3017 Douglas Blvd. Suite 300 Roseville CA
About Privatus
Privatus Wealth Advisors is a Roseville, CA RIA providing comprehensive financial planning, investment management, retirement, insurance, and tax planning for individuals, families, and businesses. The firm emphasizes unbiased, data-driven portfolio design and allocation, with a strong ETF orientation (reported ~90% of SMA assets in ETFs) and implementation via custodians such as Altruist.
Team overview
-- AVG AGE
$7.2M AVG AUM / ADVISOR
$116.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DERRICK BOYD SMITH
Chief Compliance Officer, President
- CRD
- #2697190
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,191,000 | -- |
| Non-Discretionary | $1,034,000 | -- |
| Total | $7,225,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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