PRIVATE WEALTH ADVISORS

Company Profile

As of Date 04/15/2026
ADV Location United States, CA
Websites
AUM* 463,955,579 29%
of that, discretionary 457,346,287 23%
Number of Employees 7
of those in investment advisory functions 3
Private Fund GAV* 6,154,000
Avg Account Size 393,850 26%
High Net Worth 9.38% 60%
SMA’s Yes
Private Funds 2 2

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Market timing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

451M 387M 322M 258M 193M 129M 64M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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