PRIVATE WEALTH ADVISORS, LLC

PRIVATE WEALTH ADVISORS
FRESNO, California·5 registered advisors·CRD# 141971
SEC# 801-686055559-451-3463
01

Firm Overview

AUM
$353M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRIVATE WEALTH ADVISORS, LLC

5 registered advisors
Chris Michael Murray
FRESNO, California
Daniel Joseph Lillibridge
FRESNO, California
Jeannette Ann Raypholtz
FRESNO, California
Martin Lee Mazorra
FRESNO, California
Nicholas Anthony Mazorra
FRESNO, California
05

Office Locations

FRESNO, California
5 advisors

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Data sourced from SEC Form ADV filings. PRIVATE WEALTH ADVISORS, LLC (CRD# 141971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.