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Preferred Wealth Advisors, LLC
Preferred Wealth Advisors, LLC empowers clients to navigate today’s complex financial world and customizes plans for individual, family, and business needs.
Preferred Wealth Advisors, LLC
Preferred Wealth Advisors, LLC empowers clients to navigate today’s complex financial world and customizes plans for individual, family, and business needs. Jeff Stevens serves New Jersey and provides financial planning and asset management through third party providers. The firm’s mission is to help families and businesses with innovative financial strategies and planning that result in financial clarity, security and overall financial health, with strong commitments and life-long client relationships.
General information
Firm type
Multi Family Office
Location
City
Freehold
Principals
Jeff Stevens
President
Frequently asked questions
What is the firm's regulatory status?
Preferred Wealth Advisors is registered with the SEC as an investment advisor (RIA). This registration requires the firm to file Form ADV annually, disclosing assets under management, fee structures, and any disciplinary history. The firm also must adhere to fiduciary duties.
What types of investments does Preferred Wealth Advisors manage?
The firm manages portfolios across public equities, fixed income, and alternative investments including private equity and real estate. Specific portfolio holdings are not publicly disclosed. The firm uses mutual funds, ETFs, and separately managed accounts rather than direct deal-making for clients.
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