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Private Wealth Partners, LLC
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Mill Valley, California
$1.1 billion AUM
1 office

Private Wealth Partners, LLC is based in Mill Valley, California and has $1.1 billion in assets under management.

Location
591 Redwood Highway
Suite 3210
Mill Valley, CA 94941
Contact
$1.1 billion
AUM
13
Employees
AUM Share
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$1,092,408,713
Assets under management
192 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 49 $32,545,523 3% $664,194
High net worth individuals 134 $997,290,213 91% $7,442,464
Banking or thirft institutions 1 $26,411,334 2% $26,411,334
Pension and profit sharing plans 3 $17,357,550 2% $5,785,850
Charitable organizations 5 $18,804,093 2% $3,760,819
Employees Share
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13
Employees
6
Investment analysts
46% of total employees
AUM per employee Share
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$1,092,408,713
Assets under management
$84,031,439
AUM per employee
$182,068,119
AUM per investment analyst
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Compensation

Private Wealth Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Private Wealth Partners, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 133,802
SEC number 801-63808
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 31, 2020

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