FIRST NATIONAL ADVISERS, LLC
SEC RegisteredA private wealth experience.
About the firm
Private Wealth Reserve is a team-led group for ultra-high net worth clients, serving as a proactive advocate to help protect wealth for generations to come. It operates under FNBO, symbolizing six generations of family leadership. The group offers holistic service, support, and guidance to help clients meet their goals and protect their legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Estate Planning, Financial Planning, Retirement Planning, Family Office, Portfolio Management, and Trust & Lending Services
Who they serve
Ultra-high net worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 797 | $243M |
| High Net Worth Individuals | 315 | $1.4B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.15% |
| $2,500,000 - $5 million | 1.00% |
| $5 million - $10 million | 0.85% |
| $10 million - $15 million | 0.70% |
| $15 million - $20 million | 0.60% |
| $20 million - $25 million | 0.50% |
| Greater than $25 million | 0.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST NATIONAL ADVISERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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