Private Wealth Advisors

RIASEC RegisteredEst. 2008

Total AUM

$451M

Discretionary

$451M

100% of AUM

Avg account

$409K

Accounts

1,102

Employees

Advisory reps

Firm details

Headquarters: Fresno, California
CRD number: 141971
Registered since: January 2, 2008
Website: pwa.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.82%
Individuals30.28%
Pension & Profit Sharing Plans1.48%
Pooled Investment Vehicles1.36%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Private Wealth Advisors is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2008. The firm is owner-operated and serves both individual & family clients and institutional clients. Its advisory mandate centers on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not act as a capital allocator or sponsor pooled private funds; instead it implements client strategies through externally managed vehicles and marketable securities. It is not positioned as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds62%
Cash & Cash Equivalents22%
Exchange Traded Equities10%
US Government Bonds6%

Owners & executives

3 of 3

Nicholas Mazorra
Co-Chief Investment OfficerCRD 6804624
Martin Mazorra
Principal, Founder & Co-Chief Investment OfficerCRD 1586018
Daniel Lillibridge
Chief Compliance Officer and Chief Operations OfficerCRD 6411402