RIA Intel›Advisers›California›PRIVATUS, LLC

PRIVATUS, LLC

Advisory

RANCHO CUCAMONGA, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#4,795
of 5,480 advisers by AUM
Average account
$66K
across 110 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$7M
Discretionary %
85.7%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$6M
Non-Discretionary AUM$1M
Discretionary %85.7%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

HAMBRECHT CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA
$7M
-0.1% 1Y
CHOICE FINANCIAL & INSURANCE SERVICES, INC.
BREA, CA
$7M
MT RYAN, INC.
SAN CLEMENTE, CA
$7M
WEALTH MANAGEMENT STRATEGIES FINANCIAL SERVICES, LLC
ANAHEIM, CA
$7M
DIGITAL WEALTH, LLC
$7M
LONGHOUSE INVESTMENTS LLC
ENCINITAS, CA
$7M

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