# PRIVUS FINANCIAL, LLC

PRIVUS FINANCIAL, LLC of IRVING, TX is an SEC-registered investment adviser.

## Registration

- CRD: 291495
- Type: SEC-registered investment adviser
- SEC file number: 801-112313
- Location: TOWER 909 BUILDING, IRVING, TX, 75039
- Phone: 214-389-7875
- Latest filing: 2026-03-31
- Clients: 11

## Business model

- Compensation: Fixed, Other
- Clients served: Individuals, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Wilson Allen | FOUNDER/CEO | Shavano Park, TX |
| HALL MICHAEL ANTHONY | MANAGING MEMBER | — |
| HEFFRON KRISTI J | CHIEF COMPLIANCE OFFICER | — |
| GAST TERESA DONNE | MANAGING MEMBER | — |
| Kos Jason Matthew | MANAGING MEMBER | — |
| Moerbe Chandler | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291495/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291495/similar
- Related entities: https://search.stillhousedata.com/firm/291495/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291495

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.