Private Wealth Partners, LLC
Mill Valley, CA·SEC-registered · CRD #133802
Private Wealth Partners, LLC is an SEC-registered investment advisory firm in Mill Valley, CA managing $1.9B across 602 client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
602
Advisory staff
6
Fee model
Fee-based
How Private Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Private Wealth Partners, LLC
How much does Private Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Private Wealth Partners, LLC reports $1.9B in regulatory assets under management across roughly 602 client accounts.
How does Private Wealth Partners, LLC charge?
Private Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Private Wealth Partners, LLC a fiduciary?
Yes. Private Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #133802), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Private Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Private Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Private Wealth Partners, LLC's public SEC Form ADV filing (CRD #133802, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Private Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Private Wealth Partners, LLC? Claim this profile.