Prive Wealth Management
Firm details
- Headquarters
- Grayson, Georgia
- CRD number
- 339705
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prive Wealth Management is organized as a limited liability company operated by an individual owner. The firm’s stated activities center on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly charges, fixed fees and other billing approaches. The firm is not described as an active ESG investor, multi-state adviser, pension consultant or capital allocator; its regulatory classification in the available record is unclassified.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Philippe-Joseph Eustache
CEO – Principal Wealth AdvisorCRD 6767697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grayson, GA
Gwinnett
Location
Grayson, GA
Headquartered in Grayson, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 1702 Sweet Barley Way
- Time zone
- ET (UTC-5)
- Office locations
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