PRIVATE WEALTH PARTNERS, LLC
SEC RegisteredAn Independent Bay Area Financial Advisor
About the firm
Private Wealth Partners (PWP) is an employee-owned, SEC registered investment advisor that has been servicing the investment management needs of individuals, families, and charitable organizations since 2005. The senior principals of PWP have over forty years of investment management experience with many client relationships spanning multiple generations. PWP is a fee-only firm, not affiliated with any bank or broker.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, estate planning, tax strategies, and client services including active direct-investment in individual equity securities, fixed-income and structured note securities, alternative investments, tax loss harvesting, and generational wealth transfer planning.
Who they serve
High-net-worth individuals, investors seeking guidance, young professionals beginning their financial journey, families, and charitable organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $31M |
| High Net Worth Individuals | 187 | $1.8B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 27, 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. PRIVATE WEALTH PARTNERS, 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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