PRIVATE WEALTH PARTNERS, LLC

MILL VALLEY, California·7 registered advisors·CRD# 133802
SEC# 801-638080415-461-3850
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE WEALTH PARTNERS, LLC

7 registered advisors
David Peter Wong
MILL VALLEY, California
Frank Christopher Greene
MILL VALLEY, California
Kenneth Fredrick Siebel
MILL VALLEY, California
Michael Bennett Yongue
MILL VALLEY, California
Nathaniel Thomas Cornell
MILL VALLEY, California
Peter Klaus Maier
MILL VALLEY, California
William Franklin Dagley
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
7 advisors

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Data sourced from SEC Form ADV filings. PRIVATE WEALTH PARTNERS, LLC (CRD# 133802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.