AdvisorCensus / Financial advisors / California / San Francisco / Private Wealth Partners, LLC
Private Wealth Partners, LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Private Wealth Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Private Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
How much does Private Wealth Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it); Hourly rate: $300 to $500 an hour (financial planning services); Flat fee: $3,000 to $5,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Private Wealth Partners, LLC located?
Private Wealth Partners, LLC's principal office is in Mill Valley, CA, according to its Form ADV.
Is Private Wealth Partners, LLC registered with the SEC or a state?
Private Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133802.
How much does Private Wealth Partners, LLC manage?
Private Wealth Partners, LLC reports $1,921,390,575 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Private Wealth Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Private Wealth Partners, LLC: Regulatory assets under management: $1,313,093,350 in the October 2021 data and $1,921,390,575 in the October 2026 data, up 46%. Total employees: 11 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Private Wealth Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (187); individuals (other than high net worth individuals) (66); charitable organizations (5).
Which custodians does Private Wealth Partners, LLC use?
Private Wealth Partners, LLC's 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 Partners, LLC 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/133802
Does Private Wealth Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Prospective clients must have a minimum of $1,000,000 of assets under management to be eligible for portfolio management services."
What changed in Private Wealth Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in OR.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.75% to 1% a year (a range, as the brochure states it)
The brochure's wording
Our annual fees for portfolio management services are based upon a percentage of assets under management and generally range from 1.00% to 0.75%.
Account minimum: $1,000,000
The brochure's wording
Prospective clients must have a minimum of $1,000,000 of assets under management to be eligible for portfolio management services.
Hourly rate: $300 to $500 an hour (financial planning services)
The brochure's wording
Depending upon the scope and complexity of the financial planning engagement, our fees can be based on an hourly billing rate, which typically ranges from $300 to $500 per hour
Flat fee: $3,000 to $5,000 (financial planning services)
The brochure's wording
Depending upon the scope and complexity of the financial planning engagement, our fees can be based on an hourly billing rate, which typically ranges from $300 to $500 per hour, or a flat fee, which typically ranges from $3,000 to $5,000.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,921,390,575 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2005 (21 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,921,390,575 | 9 | March 27, 2026 |
| October 2025 | $1,982,996,998 | 9 | March 14, 2025 |
| October 2024 | $1,629,498,586 | 11 | March 27, 2024 |
| October 2023 | $1,334,025,299 | 10 | March 7, 2023 |
| October 2022 | $1,590,684,411 | 10 | August 3, 2022 |
| October 2021 | $1,313,093,350 | 11 | March 23, 2021 |
Regulatory assets under management: $1,313,093,350 in the October 2021 data and $1,921,390,575 in the October 2026 data, up 46%.
Total employees: 11 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in OR.
- January 2026
- No longer registered or notice-filed in ID.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Private Wealth Partners, LLC (CRD 133802): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802