Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Preferred Wealth Advisors, LLC
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
This multi family office has its headquarters in the United States. 1 person is named on its team.
People
- Jeff StevensPresident · source
Frequently asked questions
Preferred Wealth Advisors, LLC is a multi family office based in the United States.
Preferred Wealth Advisors, LLC does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Preferred Wealth Advisors, LLC include Jeff Stevens (President).