Fee-only adviser · Mill Valley, CA
Private Wealth Partners, LLC
Private Wealth Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mill Valley, California. On its latest Form ADV, filed March 27, 2026, it reports $1.9B in regulatory assets under management, 253 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 133802 · SEC file 801-63808 |
| Office | 591 Redwood Highway Suite 3210 Mill Valley, CA 94941 |
| Phone | (415) 461-3850 |
| Website | www.pwpart.com |
| Regulatory assets under management | $1.9B ($1.9B discretionary) |
| Individual clients | 66 non-high-net-worth, 187 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mill Valley
- Boldin Advisors Not reported
- Assembly Wealth $337M
- Miller Avenue Advisors LLC $281M
- Sivia Capital Partners, LLC $1.2B
- Austin Creek Capital, LLC $7.5M
- Rising Capital Inc. $30M
See all 14 fee-only advisers in Mill Valley →
Nearby
- Greenbrae 5 firms
- Kentfield 2 firms
- Ross 2 firms
- Larkspur 6 firms
- Corte Madera 3 firms
- San Anselmo 2 firms
- San Rafael 26 firms
- Sausalito 7 firms
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