The PRIVATE WEALTH ADVISORS, LLC is a privately held investment adviser that advises $451.16mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PRIVATE WEALTH ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 30.43% over the last 5-years.
The Group has been registered with the SEC for 18.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1111 E HERNDON AVE SUITE 109, FRESNO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 2 investment and 4 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $451.16mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $301.48mn or 66.82% of Total Assets and Individuals own $136.62mn or 30.28% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PRIVATE WEALTH ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.