Wealth manager, independent · Mill Valley, CA
Private Wealth Partners, LLC
SEC-registered investment adviser · CRD 133802 · SEC 801-63808
At a glance
Private Wealth Partners, LLC is an SEC-registered investment adviser based in Mill Valley, California, with $1.9B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 253 individual clients, 187 of them high-net-worth, holding an average of about $7.2 million each, and 9 employees. That ranks it 583rd among the nation’s 5,657 independent wealth management RIAs and 73rd of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 415-461-3850pwpart.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #583 of 5,657
- Rank among all SEC RIAs
- #3,725 of 17,210
- Rank in California
- #73 of 714
- Individual clients
- 253
- High-net-worth clients
- 187
- Accounts
- 601
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Kenneth F. SiebelBoard Member, Co-Chairman
- William F. DagleyPresident
- Michael B. YongueChief Compliance Officer/chief Operating Officer
- Frank C. GreeneChief Investment Officer & SR. Portfolio Manager
- Katrina A. SmithDirector of Client Services & Operations
Custody and brokerage
Broker-dealer
No broker-dealer ties
Private Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 187 | $1.8B | 94% |
| Banking or thrift institutions | – | $51M | 3% |
| Individuals | 66 | $31M | 2% |
| Charitable organizations | 5 | $22M | 1% |
| Pension and profit sharing plans | – | $16M | <1% |
| Corporations or other businesses | – | $1M | <1% |
Disciplinary disclosures
Private Wealth Partners, LLC 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
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pwpart.com ↗
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The full record on Private Wealth Partners, LLC
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 2,055 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 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.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Falcon Wealth Planning, LLCOntario | $2.0B | 1,581 |
| RVW Wealth LLCLOS Angeles | $1.9B | 1,029 |
| Rebalance LLCPalo Alto | $1.9B | 636 |
| SP Asset Management LLCCupertino | $1.9B | 207 |
| Sovran Advisors, LLCSAN Diego | $1.9B | 3,918 |
| HBW Advisory Services LLCSimi Valley | $1.7B | 13,779 |
Background
Questions
How much does Private Wealth Partners, LLC manage?
Private Wealth Partners, LLC reports $1.9B in regulatory assets under management across 601 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Private Wealth Partners, LLC have?
It reports 253 individual clients: 187 high-net-worth individuals and 66 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Private Wealth Partners, LLC headquartered?
Its main office is in Mill Valley, California. It reports 1 office in total and 9 employees, 6 of whom perform investment advisory functions.
How does Private Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Private Wealth Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Private Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Private Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Private Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Private Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Private Wealth Partners, LLC’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 (2026-03-27), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →