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 a limited liability company and operating since 2008. The firm works with both individual and family clients as well as institutional and small-business accounts, offering financial planning and discretionary portfolio management across those client segments. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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