Preferred Wealth Advisors, LLC
RIAState Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$168K
Accounts
35
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297228
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals74.22%
- HNWI25.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Preferred Wealth Advisors, LLC is an independent, New Jersey–registered RIA organized as an LLC and owned by an individual. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers and educational seminars. It bills using a mix of percentage‑of‑AUM fees as well as hourly and fixed fees. The firm identifies itself as a capital allocator and maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- US Government Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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