Data / Investment advisers / California / Private Wealth Partners, LLC
Private Wealth Partners, LLC, Mill Valley, CA: $1.9 billion AUM, SEC registered investment adviser
Private Wealth Partners, LLC is an SEC registered investment adviser with its main office in Mill Valley, California and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, banks and thrifts and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 133802
- SEC file number
- 801-63808
- SEC status
- Approved, effective January 31, 2005
- Main office
- 591 Redwood Highway Suite 3210, Mill Valley, CA 94941
- Phone
- (415) 461-3850
- Website
- pwpart.com
- Regulatory AUM
- $1,921,390,575 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,919,896,994
- Non discretionary AUM
- $1,493,581
- Accounts
- 601
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 187 | $1.80 billion |
| Banking or thrift institutions | Fewer than 5 | $51.2 million |
| Individuals (other than high net worth individuals) | 66 | $31.3 million |
| Charitable organizations | 5 | $22 million |
| Pension and profit sharing plans | Fewer than 5 | $16.2 million |
| Corporations or other businesses | Fewer than 5 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.92 billion | March 27, 2026 |
| December 1, 2025 | $1.98 billion | March 14, 2025 |
Other advisers in Mill Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aequim Alternative Investments LP | Mill Valley | $8.25 billion | 1 | adviserinfo.sec.gov |
| Urban Investment Advisors | Mill Valley | $2.45 billion | Not listed | adviserinfo.sec.gov |
| Cai Manager LP | Mill Valley | $2.18 billion | 13 | adviserinfo.sec.gov |
| Sivia Capital Partners, LLC | Mill Valley | $1.24 billion | 1 | adviserinfo.sec.gov |
| Violich Capital Management | Mill Valley | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Relevant Wealth Advisors, LLC | Mill Valley | $799 million | Not listed | adviserinfo.sec.gov |
| Cypress Point Investment Management LP | Mill Valley | $512.4 million | 2 | adviserinfo.sec.gov |
| Gordian Wealth Advisors, LLC | Mill Valley | $488.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mill Valley, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving banks and thrifts
- Private Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.