PRIVE WEALTH MANAGEMENT

Overview

Prive Wealth Management is structured as a limited liability company and is individually owned. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. It reports a mix of fee arrangements — charging a percentage of assets under management in addition to offering hourly and fixed-fee engagements — which suggests flexibility in how it prices advisory relationships. Prive does not identify as an active ESG investor and is not set up as a multi-state adviser. It is not designated as a capital allocator and the firm’s internal classification is listed as unclassified. The available detail is limited to these operational and service characteristics rather than client demographics or specific investment philosophies.

Assets & Accounts

Investments & Alternatives