# 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.

- CRD: 133802
- Filed as: PRIVATE WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133802
- AdvisorCensus page: https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it)

> 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

> 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)

> 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)

> 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 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: $1,921,390,575
- Discretionary: $1,919,896,994
- Non-discretionary: $1,493,581

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $31,289,255 |
| High net worth individuals | 187 | $1,799,206,337 |
| Banking or thrift institutions | Fewer than 5 | $51,221,867 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $16,242,863 |
| Charitable organizations | 5 | $21,951,854 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,478,399 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, KS, MT, NV, NY, OH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pwpart.com
- Facebook facebook.com
- Instagram @privatewealthpartners
- LinkedIn @private-wealth-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,313,093,350 | 11 | March 23, 2021 |
| October 2022 | $1,590,684,411 | 10 | August 3, 2022 |
| October 2023 | $1,334,025,299 | 10 | March 7, 2023 |
| October 2024 | $1,629,498,586 | 11 | March 27, 2024 |
| October 2025 | $1,982,996,998 | 9 | March 14, 2025 |
| October 2026 | $1,921,390,575 | 9 | March 27, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Wealth Partners, LLC (CRD 133802): Form ADV filing data as of October 2026.