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PRIVATE WEALTH ADVISORS

FRESNO, CA · CRD 141971 · IAPD ↗ · pwa.net · 559-451-3463

$451.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
251-500Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — PRIVATE WEALTH ADVISORS now reports 1 private fund(s) ($6.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
68
September 2024 — PRIVATE WEALTH ADVISORS now reports custody of client assets ($324.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2024 — PRIVATE WEALTH ADVISORS added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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