Updated:
Prive Wealth Management
PRIVE WEALTH MANAGEMENT is a state-registered investment adviser in GRAYSON, GA. It has 1 employee and 1 investment adviser. The firm is based in GRAYSON.
Overview
PRIVE WEALTH MANAGEMENT is a state-registered investment adviser in GRAYSON, GA. It has 1 employee and 1 investment adviser. The firm is based in GRAYSON.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Grayson
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Prive Wealth Management?
Prive Wealth Management is structured as a state-registered investment adviser (RIA), which legally requires a fiduciary duty to clients. While specific named investment committee members are not publicly listed, the firm's chief compliance officer and advisory principals are and oversee investment decisions.
What investment stages does Prive typically target?
Prive Wealth Management primarily focuses on liquid asset classes such as public equities and fixed income, with a tilt toward direct indexing for tax efficiency. For alternatives, the firm targets private equity and real estate exposure through funds, not direct venture-stage or growth-equity investments.
Does Prive Wealth Management participate in fund commitments or only direct deals?
Prive Wealth Management acts as an advisor allocating capital to funds—including mutual funds, ETFs, and private alternative funds—rather than executing direct private equity or real estate deals itself. Clients' exposure to private assets is channeled via external fund vehicles.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Prive Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.