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RIA · CRD 291482State-Registered Investment Adviser

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M Stevens Wealth Advisors

M Stevens Wealth Advisors, LLC is a state-registered investment adviser in Las Vegas, NV. The firm manages approximately $7 million in regulatory assets.

Overview

M Stevens Wealth Advisors, LLC is a state-registered investment adviser in Las Vegas, NV. The firm manages approximately $7 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Las Vegas

Corporate office

Los Angeles, CA, United States

Frequently asked questions

Does M Stevens Wealth Advisors participate in fund commitments or only direct deals?

The office's mandate allows for both direct investments and fund commitments. Single-family offices of this profile frequently allocate to private equity and venture capital through a mix of fund investments and direct co-investments, providing flexibility in sourcing and manager access without public fundraising activity.

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