Privus Financial, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 86
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $0 | — |
| High net worth individuals | 43 | $0 | — |
| Pension and profit sharing plans | 12 | $0 | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wilson, Jeffrey, Allen | Founder/Ceo | Mar 2011 (15y) | ≈ 18.75% – 50% via Saxony Partners, Llc | |
| Hall, Michael, Anthony | Managing Member | Nov 2017 (9y) | 25% – 50% | |
| Kos, Jason, Matthew | Managing Member | Nov 2017 (9y) | 25% – 50% | |
| Teresa Donne Gast | Managing Member | Jan 2018 (9y) | 25% – 50% | |
| Moerbe, Chandler | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Saxony Partners, Llc | Managing Member | Jan 2019 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Wilson, Jeffrey, Allen: 75% – 100% of Saxony Partners, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • REFER TO SCHEDULE D-MISCELLANEOUS FOR ADDT'L FEE INFORMATION
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗