PRIVATE WEALTH PARTNERS, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 133802
- Registered since
- January 31, 2005
- Website
- pwpart.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.64%
- Banking / Thrift Institutions2.67%
- Individuals1.63%
- Charitable Organizations1.14%
- Pension & Profit Sharing Plans0.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2005. The firm is individually owned and serves both individual/family and institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a mix of percentage-of-AUM billing, hourly and fixed fees, and arrangements that can include performance-based fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator to third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds12%
- US Government Bonds7%
- State & Local Bonds2%
Owners & executives
1 of 1MICHAEL YONGUE
Chief Compliance OfficerCRD 7603248
Contacts
3 of 7RICHARD KUCHEN
Senior Vice PresidentCRD 1421355
KATRINA SMITH
Director of Client Services & OperationsCRD 6610510
KENNETH SIEBEL
ChairmanCRD 423321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$61.5M in ETFs
77%
$47.2M
20%
$14.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $16.1M | 27,921 | 26.21% |
Location
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 591 Redwood Hwy Frontage Rd
- Time zone
- PT (UTC-8)
- Office locations
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