AdvisorOS Directory
Claim Profile
MM

Martin Lee Mazorra

PRIVATE WEALTH ADVISORS, LLC·FRESNO, California
Unclaimed Profile
1111 E HERNDON AVE, FRESNO, CA 93720CRD# 1586018Firm CRD# 141971
01

About

Martin Lee Mazorra is a registered financial advisor based in FRESNO, California, affiliated with PRIVATE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIVATE WEALTH ADVISORS, LLC
PRIVATE WEALTH ADVISORS
AUM
$353M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PRIVATE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1586018
Firm CRD# 141971
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Martin Lee Mazorra offer?
Martin Lee Mazorra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.
What are Martin Lee Mazorra's credentials?
Martin Lee Mazorra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Lee Mazorra located?
Martin Lee Mazorra is based in FRESNO, California, working with PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Martin Lee Mazorra charge for services?
Martin Lee Mazorra's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH ADVISORS, LLC?
PRIVATE WEALTH ADVISORS, LLC has approximately 6 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRESNO
Blake Tramill Todd — TWO OAKS INVESTMENT MANAGEMENT, LLCJarrett James Perez — TWO OAKS INVESTMENT MANAGEMENT, LLCDavid Alan Haskin — SCF INVESTMENT ADVISORS, INC.Vincent Joseph Whelan — WHELAN FINANCIALChris Michael Murray — PRIVATE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile