# Private Wealth Advisors

> Private Wealth Advisors is an SEC-registered investment advisory firm in Fresno, CA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 141971
- Filed as: PRIVATE WEALTH ADVISORS
- Legal name: Private Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fresno, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141971
- AdvisorCensus page: https://advisorcensus.com/firm/private-wealth-advisors-fresno-ca-141971

## Quick answers

**How is Private Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Private Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Private Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $1,500 to $10,000 (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Private Wealth Advisors located?**
Private Wealth Advisors' principal office is in Fresno, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Private Wealth Advisors registered with the SEC or a state?**
Private Wealth Advisors is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141971.

**How much does Private Wealth Advisors manage?**
Private Wealth Advisors reports $451,158,900 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Private Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Private Wealth Advisors: Regulatory assets under management: $345,896,715 in the October 2021 data and $451,158,900 in the October 2026 data, up 30%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (801); high net worth individuals (89); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Private Wealth Advisors use?**
Private Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Private Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141971

**Does Private Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Private Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $368,758,974 to $451,158,900 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $1,500 to $10,000 (financial consulting services)

> The flat consulting fee generally ranges between $1,500 to $10,000. Our hourly rate for financial consulting services is $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $451,158,900
- Discretionary: $451,158,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 801 | $136,623,789 |
| High net worth individuals | 89 | $301,481,211 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $6,154,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $6,687,371 |
| Charitable organizations | 2 | $212,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pismo Beach, CA

### Websites listed on Form ADV (Item 1.I)
- blog.pwa.net
- pwa.net
- Facebook facebook.com
- LinkedIn @martinmazorra
- LinkedIn @nick-mazorra-cfp-226ab754
- YouTube @pwanet

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $345,896,715 | 8 | August 17, 2021 |
| October 2022 | $353,480,056 | 7 | August 23, 2022 |
| October 2023 | $349,032,473 | 6 | July 25, 2023 |
| October 2024 | $352,844,806 | 6 | August 23, 2024 |
| October 2025 | $368,758,974 | 6 | March 12, 2025 |
| October 2026 | $451,158,900 | 6 | March 20, 2026 |

Regulatory assets under management: $345,896,715 in the October 2021 data and $451,158,900 in the October 2026 data, up 30%.
Total employees: 8 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $368,758,974 to $451,158,900 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Wealth Advisors (CRD 141971): Form ADV filing data as of October 2026.