{
  "crd_number": 133802,
  "slug": "private-wealth-partners-llc-mill-valley-ca-133802",
  "primary_business_name": "PRIVATE WEALTH PARTNERS, LLC",
  "legal_name": "PRIVATE WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Mill Valley",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-01-31",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1921390575.0,
  "raum_discretionary": 1919896994.0,
  "raum_non_discretionary": 1493581.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 21951854.0,
      "count": 5
    },
    "individuals": {
      "raum": 31289255.0,
      "count": 66
    },
    "banking_thrift": {
      "raum": 51221867.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 16242863.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1799206337.0,
      "count": 187
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1478399.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "KS",
    "MT",
    "NV",
    "NY",
    "OH",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61575734482676",
    "https://instagram.com/privatewealthpartners",
    "https://linkedin.com/company/private-wealth-partners-llc",
    "https://pwpart.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133802",
  "city_as_filed": "MILL VALLEY",
  "url": "https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802",
  "display_name": "Private Wealth Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Private Wealth Partners, LLC (CRD 133802): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Private Wealth Partners, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Private Wealth Partners, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Private Wealth Partners, LLC located?",
      "a": "Private Wealth Partners, LLC's principal office is in Mill Valley, CA, according to its Form ADV."
    },
    {
      "q": "Is Private Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Private Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133802."
    },
    {
      "q": "How much does Private Wealth Partners, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Private Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Private Wealth Partners, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Private Wealth Partners, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Private Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Private Wealth Partners, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Private Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1313093350.0,
      "total_employees": 11,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1590684411.0,
      "total_employees": 10,
      "filing_date": "2022-08-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1334025299.0,
      "total_employees": 10,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1629498586.0,
      "total_employees": 11,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1982996998.0,
      "total_employees": 9,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1921390575.0,
      "total_employees": 9,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 to $500 an hour (financial planning services)",
      "Flat fee: $3,000 to $5,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "Prospective clients must have a minimum of $1,000,000 of assets under management to be eligible for portfolio management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 to $500 an hour (financial planning services)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 300.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "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%.",
      "Prospective clients must have a minimum of $1,000,000 of assets under management to be eligible for portfolio management services.",
      "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",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 31289255.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 187,
      "fewer_than_5": false,
      "raum": 1799206337.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 51221867.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 16242863.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 21951854.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1478399.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133802",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}