Private Wealth Partners, LLC
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Overview
Private Wealth Partners, LLC is a financial advisor firm based in Mill Valley, California. The company manages $1.3 billion in assets across 541 client accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has a small group, including 6 financial advisors. Private Wealth Partners, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, options and stocks.
Private Wealth Partners, LLC manages 525 of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions for the client's account without needing client approval. The firm also oversees 16 non-discretionary accounts totaling $12.7 million in assets. The investment advisory firm's average account size is $2.5 million. The typical advisor at Private Wealth Partners, LLC administers about 90 client accounts.
Private Wealth Partners, LLC's central office is at 591 Redwood Highway, Mill Valley, California 94941. Private Wealth Partners, LLC is allowed to provide services to customers across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Private Wealth Partners, LLC by the Numbers
$1.3 billion
10
541
$2.5 million
Products and Services
Private Wealth Partners, LLC provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses and publication of newsletters. In the prior financial year, it provided financial planning services to 1-10 of its customers. It does not sell products or offer services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually depend on the services provided. Fees charged by the company likely include the following fee structures: asset-based, fixed or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Private Wealth Partners, LLC manages money for a number of different clients. It provides services to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations and corporations. Out of its 541 accounts, Private Wealth Partners, LLC's largest client group by number of accounts is high net worth investors, though it also manages money for 160 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 68.09%
- Other Individuals - 28.51%
- Corporations - 1.7%
- Charitable Organizations - 1.7%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Private Wealth Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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