Wealth manager, independent · Fresno, CA
Private Wealth Advisors
Private Wealth Advisors, LLC · SEC-registered investment adviser · CRD 141971 · SEC 801-68605
At a glance
Private Wealth Advisors is an SEC-registered investment adviser based in Fresno, California, with $451 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 890 individual clients. By Form ADV it is a wealth manager, ranked 3,153rd of 8,915 wealth managers and 8,253rd of 17,210 SEC-registered advisers by assets.
Main office 559-451-3463pwa.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $451M
- Rank among wealth managers
- #3,153 of 8,915
- Rank among all SEC RIAs
- #8,253 of 17,210
- Rank in California
- #957 of 1,873
- Individual clients
- 890
- High-net-worth clients
- 89
- Accounts
- 1,102
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 6
Owners and executives on its Form ADV
- Martin L. MazorraManaging Member
- Daniel J. LillibridgeChief Compliance Officer/operations Officer
- Nicholas A. MazorraChief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 89 | $301M | 67% |
| Individuals | 801 | $137M | 30% |
| Pension and profit sharing plans | 4 | $7M | 1% |
| Pooled investment vehicles | 2 | $6M | 1% |
| Charitable organizations | 2 | $0M | <1% |
Private funds
Private Wealth Advisors reports 1 private funds with $6M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Private Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pwa.net ↗
AtlasMembers
The full record on Private Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,720 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Private Wealth Advisors manage?
Private Wealth Advisors reports $451 million in regulatory assets under management across 1,102 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Private Wealth Advisors?
Private Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Private Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($301 million, 89 clients); individuals ($137 million, 801 clients); pension and profit sharing plans ($7 million, 4 clients).
Does Private Wealth Advisors manage private funds?
Yes. It reports 1 private funds with $6 million in gross assets, including real estate funds.
Does Private Wealth Advisors have any disciplinary history?
Private Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Private Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →