Private Wealth Partners, LLC

RIASEC RegisteredEst. 2005
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$3.2M
Accounts
601
Employees
9
Advisory reps
8

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

FINTRX

Overview

Private Wealth Partners, LLC is an independent registered investment adviser formed in 2005 and organized as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule is flexible and includes asset-based fees, hourly and fixed fees, and performance-based arrangements. Private Wealth Partners does not market itself as an ESG investor and is not a multi-state or pension consultant adviser; it is not a capital allocator.

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

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 13%, Investment Grade Corp Bonds 12%, US Government Bonds 7%, State & Local Bonds 2%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds13%
  • Investment Grade Corp Bonds12%
  • US Government Bonds7%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • William Dagley

    William Dagley

    President, CEOCRD 1446144

  • Michael Yongue

    Chief Compliance OfficerCRD 7603248

Contacts

3 of 6
  • Richard Kuchen

    Richard Kuchen

    Senior Vice PresidentCRD 1421355

  • Katrina Smith

    Director of Client Services & OperationsCRD 6610510

  • Kenneth Siebel

    Kenneth Siebel

    ChairmanCRD 423321

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$76.6M in ETFs

Passive

72%

$54.8M

Active

22%

$21.7M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$20.3M27,55026.50%
Unlock additional holdings →

Location

Primary office

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

Similar firms

CAI Manager LP

RIA

Mill Valley, CA

AUM $2.2BTEAM 17REPS 2

Urban Investment Advisors

RIA

Mill Valley, CA

AUM $2.5BTEAM 3REPS 2

Sivia Capital Partners, LLC

RIA

Mill Valley, CA

AUM $1.2BTEAM 5REPS 2

Violich Capital Management

RIA

Mill Valley, CA

AUM $1BTEAM 1REPS 1

Relevant Wealth Advisors, LLC

RIA

Mill Valley, CA

AUM $799MTEAM 4REPS 4

Grounded Capital, LLC

RIA

Mill Valley, CA

AUM $520MTEAM 13REPS 3
More RIAs in Mill Valley →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth