Privus Financial LLC
Legal Name: PRIVUS FINANCIAL, LLC
Other Info
Privus Financial LLC, a Texas-based limited liability company, is a SEC-approved investment advisory firm with 2 employees, one of whom is in an advisory role. With a client base of 50 individuals, the company strives to offer personalized financial solutions with a high level of expertise and professionalism.
Privus Financial
Home Blog and Updates Client Access Contact Us Careers Home Blog and Updates Client Access Contact Us Careers Home SHARED We Are a Multi-Family Office Focused on Your Success CONTACT US VISION LETS TALK TOGETHER WE CAN ACHIEVE MORE CONTACT US Our Approach Privus Financial provides family office serv…
Direct Owners
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CHANDLER MOERBE
CHIEF COMPLIANCE OFFICER owns less than 5%
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JASON MATTHEW KOS
MANAGING MEMBER owns more than 25% but less than 50%
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MICHAEL ANTHONY HALL
MANAGING MEMBER owns more than 25% but less than 50%
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SAXONY PARTNERS, LLC
MANAGING MEMBER owns more than 25% but less than 50%
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TERESA DONNE GAST
MANAGING MEMBER owns more than 25% but less than 50%
Indirect Owners
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JEFFREY ALLEN WILSON
FOUNDER/CEO owns 75% or more