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PRIVATE WEALTH PARTNERS, LLC
CRD 133802 · SEC 801-63808
591 REDWOOD HIGHWAY, SUITE 3210, MILL VALLEY, CA, 94941, United States
Phone
415-461-3850
Fax
415-461-3637
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.92B
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $31.3M |
| High net worth individuals | 187 | $1.80B |
| Charitable organizations | 5 | $22.0M |
States served
AZ, CA, IL, KS, MT, NV, NY, OH, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD