Private Wealth Partners, LLC
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 133802
- Registered since
- January 31, 2005
- Website
- pwpart.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.64%
- Banking / Thrift Institutions2.67%
- Individuals1.63%
- Charitable Organizations1.14%
- Pension & Profit Sharing Plans0.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2005. The firm manages portfolios and provides financial planning for individuals, families and select institutional clients. Service and billing options include percentage-of-assets, hourly and fixed fees, and performance-based arrangements. The firm does not operate as a capital allocator; instead it sources alternative exposure through third-party managers while delivering discretionary portfolio management and financial planning for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds12%
- US Government Bonds7%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$77.7M in ETFs
71%
$55.5M
22%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $19.4M | 26,163 | 24.91% |
Location
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 591 Redwood Hwy Frontage Rd
- Time zone
- PT (UTC-8)
- Office locations
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