Investment adviser · CRD 141971
PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, LLC
FRESNO, CA, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $451M Form ADV · Item 5.F
- Client accounts
- 1,102 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $353,480,056 | 7 | Mar 4, 2022 |
| 2022 | $349,032,473 | 6 | Mar 2, 2023 |
| 2023 | $352,844,806 | 6 | Mar 28, 2024 |
| 2024 | $368,758,974 | 6 | Mar 12, 2025 |
| 2025 | $451,158,900 | 6 | Mar 20, 2026 |
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 | 89 | $301,481,211 | 66.8% |
| Individuals | 801 | $136,623,789 | 30.3% |
| Retirement plans | Fewer than 5 | $6,687,371 | 1.5% |
| Pooled investment vehicles | 2 | $6,154,000 | 1.4% |
| Charities | Fewer than 5 | $212,529 | 0.0% |
Filing source
Form ADV 2058281 · Mar 20, 2026 · Item 5.D
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.
OPUS FUND SERVICES LLC
Fund administrator · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
1 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.
PWA REAL ESTATE FUND GATEWAY, LLCReal Estate Fund · Master$6.15MGross asset value
Form D fundraising filings
View filings for the issuers linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-5786238864
- Reported beneficial owners
- 24
- Minimum commitment
- $500K
- Form D file number
- 021-556183
- Form D file number
- 021-559256
Form ADV 2058281 · Mar 20, 2026 · Schedule D 7.B.(1)
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 12, 2025 · previous imported filing
- Regulatory AUM$368,758,974 → $451,158,900
- Client accounts1,125 → 1,102
Filing source
Form ADV 2058281 · Mar 20, 2026 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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
- $451M
- Non-discretionary
- $0
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1111 E HERNDON AVE, SUITE 109FRESNO, CA, 93720, United States
CRD 141971
Filing source
Form ADV 2058281 · Mar 20, 2026 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.