Privatus

RIASEC Registered

Total AUM

$7.2M

Discretionary

$6.2M

86% of AUM

Avg account

$65.7K

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: Rancho Cucamonga, California
CRD number: 329121
Website: privatuswealth.com
Custodians: ALTRUIST FINANCIAL LLC, NATIONWIDE SECURITIES, LLC, EQUITY TRUST ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Individuals85.69%
Pension & Profit Sharing Plans14.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Privatus operates as a privately owned limited liability company and is registered as an independent registered investment adviser. The firm serves individuals and families, offering financial planning and portfolio management for both retail clients and smaller institutional/business accounts. Its advisory services include selecting and allocating to outside managers, and the firm describes itself as a capital allocator. Compensation mixes include asset-based fees, hourly billing, and performance-based arrangements. Privatus does not identify as an active ESG investor.