PRIVATE WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,921,390,575
Discretionary
$1,919,896,994
Non-discretionary
$1,493,581
Firm details
- CRD number
- 133802
- SEC file number
- 801-63808
- Main office
- MILL VALLEY, CA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.PWPART.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.