PRIVATUS

PRIVATUS, LLC

CRD 329121

Visit website

8608 UTICA AVE, STE 220-DS, RANCHO CUCAMONGA, CA, 91730, United States

Phone

916-871-8058

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$7.2M

Discretionary AUM

$6.2M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX PREPARATION, TRUST ADMINISTRATION, AND GENERAL BUSINESS CONSULTING

Client types

Type	Clients	AUM
Individuals	62	$6.2M

All web addresses on file

https://privatuswealth.com/

Official SEC filing: View on IAPD