RIA Intel›Advisers›New Jersey›PREFERRED WEALTH ADVISORS, LLC

PREFERRED WEALTH ADVISORS, LLC

Advisory

NJ

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$151K

across 32 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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$5M

LEGACY INVESTMENT ADVISORS, LLC

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