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Home > Retirement Planners > california > mill valley > PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC
591 Redwood Highway
Suite 3210
Mill Valley, California 94941
Tel: 415-461-3850
About PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC, formally registered with the SEC as PRIVATE WEALTH PARTNERS, LLC. The firm was established in 01/31/2005. They have over 1 offices throughout the country.
PRIVATE WEALTH PARTNERS, LLC is a Mill Valley, California based Financial Planning firm with nearly $1,629,498,586 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133802 |
| SEC# | 801-63808 |
| Assets Managed by Firm | $1,629,498,586 |
| No. of Clients | 557 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $1,629,498,586 |
| Individuals (other than high net worth individuals) | 71 | $58,782,111 |
| High net worth individuals | 160 | $1,508,618,237 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,483,955 |
| Charitable organizations | 5 | $16,111,534 |
| Corporations or other businesses | Fewer than 5 clients | $1,185,443 |
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