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PRIVATE WEALTH PARTNERS, LLC

MILL VALLEY, CA · CRD 133802 · IAPD ↗ · pwpart.com · 415-461-3850

$1.92BRegulatory AUM
6Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — PRIVATE WEALTH PARTNERS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PRIVATE WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — PRIVATE WEALTH PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.