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Michael Bennett Yongue

PRIVATE WEALTH PARTNERS, LLC·MILL VALLEY, California
Clean record2 years registeredPRIVATE WEALTH PARTNERS, LLC
591 REDWOOD HIGHWAY, MILL VALLEY, CA 94941CRD# 7603248Firm CRD# 133802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Bennett Yongue · MILL VALLEY, CA
Registration
CRD #7603248 · PRIVATE WEALTH PARTNERS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE WEALTH PARTNERS, LLC
Aug 2024 – present
02

Registrations & Exams

Registration record
First registered · August 2, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE WEALTH PARTNERS, LLC
CRD 133802 · SEC 801-63808
AUM
$1.6B
Regulatory assets under management
Employees
11
557 client accounts
Services offered by PRIVATE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIVATE WEALTH PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Bennett Yongue offer?
Michael Bennett Yongue specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.
What are Michael Bennett Yongue's credentials?
Michael Bennett Yongue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Bennett Yongue located?
Michael Bennett Yongue is based in MILL VALLEY, California, working with PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Michael Bennett Yongue charge for services?
Michael Bennett Yongue's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH PARTNERS, LLC?
PRIVATE WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE WEALTH PARTNERS, LLC

Kenneth Fredrick Siebel
MILL VALLEY, CA
Frank Christopher Greene
MILL VALLEY, CA
William Franklin Dagley
MILL VALLEY, CA
Nathaniel Thomas Cornell
MILL VALLEY, CA

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