Private Wealth Advisors
Private Wealth Advisors is an SEC-registered mass-market adviser in Fresno, CA with $451.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Private Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141971, SEC 801-68605, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $451.2M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Fresno, CA
- Employees
- 6
- Clients
- 898
- CRD
- 141971
- Ownership
- MAZORRA, MARTIN, LEE; MURRAY, CHRISTOPHER, MICHAEL; NICHOLS, THOMAS, MATTHEW; RAYPHOLTZ, JEANNETTE, ANN; MAZORRA, NICHOLAS, ANTHONY
How much AUM does Private Wealth Advisors have?
Private Wealth Advisors reported $451.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Private Wealth Advisors?
Disclosed owners and executives of Private Wealth Advisors include MAZORRA, MARTIN, LEE, MURRAY, CHRISTOPHER, MICHAEL, NICHOLS, THOMAS, MATTHEW, RAYPHOLTZ, JEANNETTE, ANN, MAZORRA, NICHOLAS, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.