Investment adviser · CRD 141971
PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, LLC
FRESNO, CA, United States · Form ADV filed Mar 2, 2023
- Regulatory AUM
- $349M Form ADV · Item 5.F
- Client accounts
- 982 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 |
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 | 66 | $204,369,364 | 58.6% |
| Individuals | 485 | $138,872,052 | 39.8% |
| Retirement plans | 4 | $5,734,650 | 1.6% |
| Charities | Fewer than 5 | $56,407 | 0.0% |
Filing source
Form ADV 1708862 · Mar 2, 2023 · Item 5.D
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2022.
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?
Since Aug 23, 2022 · previous imported filing
- Regulatory AUM$353,480,056 → $349,032,473
- Client accounts415 → 982
- Employees7 → 6
Filing source
Form ADV 1708862 · Mar 2, 2023 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2022.
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
- $349M
- Non-discretionary
- $0
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 1708862 · Mar 2, 2023 · Items 1 & 5
Reported by PRIVATE WEALTH ADVISORS, LLC (CRD 141971).
Annual Updating Amendment for Registered Adviser · fiscal year 2022.
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.