Unclaimed Profile

William Franklin Dagley

PRIVATE WEALTH PARTNERS, LLC·MILL VALLEY, California

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredPRIVATE WEALTH PARTNERS, LLC

591 REDWOOD HIGHWAY, MILL VALLEY, CA 94941CRD# 1446144Firm CRD# 133802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Franklin Dagley · MILL VALLEY, CA

Registration

CRD #1446144 · PRIVATE WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PRIVATE WEALTH PARTNERS, LLC

Apr 2024 – present

PRIVATE WEALTH PARTNERS, LLC

Jun 2005 – Dec 2011

LARKSPUR, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 30, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE WEALTH PARTNERS, LLC

CRD 133802 · SEC 801-63808

AUM

$1.6B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does William Franklin Dagley offer?

William Franklin Dagley specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.

What are William Franklin Dagley's credentials?

William Franklin Dagley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Franklin Dagley located?

William Franklin Dagley 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 William Franklin Dagley charge for services?

William Franklin Dagley'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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