PREFERRED WEALTH ADVISORS, LLC

PREFERRED WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 297228). Regulatory assets under management: $4.8M.

Registration

• CRD: 297228
• Type: Registered investment adviser
• Phone: 732-308-0609
• Latest filing: 2026-04-24
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 2
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search