Investment adviser · CRD 141971
PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, LLC
FRESNO, CA, United States · Form ADV filed Jan 20, 2022
- Regulatory AUM
- $346M Form ADV · Item 5.F
- Client accounts
- 1,219 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 63 | $191,335,380 | 55.3% |
| Individuals | 493 | $129,208,034 | 37.4% |
| Retirement plans | 18 | $21,783,765 | 6.3% |
| Corporations & businesses | Fewer than 5 | $3,467,455 | 1.0% |
| Charities | Fewer than 5 | $102,081 | 0.0% |
Filing source
Form ADV 1572893 · Jan 20, 2022 · Item 5.D
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
0 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
This filing answers No to private funds.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
No comparable changes in the displayed metrics.
Filing source
Form ADV 1572893 · Jan 20, 2022 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $346M
- Non-discretionary
- $167K
Filing history · 0 annual filings
Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7447 N. FIRST STREET, SUITE 202FRESNO, CA, 93720, United States
CRD 141971
Filing source
Form ADV 1572893 · Jan 20, 2022 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.