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PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, LLC
CRD 141971 · SEC 801-68605
1111 E HERNDON AVE, SUITE 109, FRESNO, CA, 93720, United States
Phone
559-451-3463
Fax
559-432-1938
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$451.2M
Discretionary AUM
$451.2M
Team
6 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 801 | $136.6M |
| High net worth individuals | 89 | $301.5M |
| Pooled investment vehicles | 2 | $6.2M |
| Pension/profit sharing plans | 4 | $6.7M |
| Charitable organizations | 2 | $213K |
States served
AZ, CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD