Preferred Wealth Advisors, LLC

Overview

Preferred Wealth Advisors, LLC is an independent, individual‑owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. Its fee schedule includes asset‑based fees alongside hourly and fixed fees, with flexibility for other billing arrangements. Preferred Wealth Advisors is not an active ESG investor, does not operate across multiple states as an adviser, and is not a pension consultant. The firm maintains an industry affiliation with an insurance company and identifies itself as a capital allocator when deploying client capital to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives