PRIVATE WEALTH ADVISORS

RIASEC Registered

Total AUM

$12.8M

Discretionary

$6.2M

48% of AUM

Avg account

$168K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOISE, Idaho
CRD number: 152073
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Private Wealth Advisors is an independent, privately owned Registered Investment Adviser organized as a corporation and focused on serving individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses and other business or institutional clients. Its advisory services include selecting third‑party managers, offering market timing services, and running educational seminars and workshops. The firm bills clients through a combination of percentage-of-AUM fees, hourly charges, fixed fees and other arrangements. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also lists a real estate broker affiliation, which aligns with its use of externally managed real estate allocations.