Overview
Assets Under Management: $369 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
PRIVATE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141971), PRIVATE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PRIVATE WEALTH ADVISORS, LLC is headquartered in FRESNO, CA.
PRIVATE WEALTH ADVISORS, LLC serves 68 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, PRIVATE WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PRIVATE WEALTH ADVISORS, LLC manages $369 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, PRIVATE WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,125
Discretionary Accounts: 1,125
Regulatory Filings
CRD Number: 141971
Filing ID: 1947829
Last Filing Date: 2025-03-12 10:07:00
Website: https://pwa.net