Firm profile

PRIVATE WEALTH PARTNERS, LLC

MILL VALLEY, CACRD 133802Latest ADV March 27, 2026

Private Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.9B in regulatory assets under management, 9 employees, and 601 accounts.

Assets Under Management
$1.9B
Employees
9
Offices
--
Total Clients
258
Primary office
MILL VALLEY, CA
591 REDWOOD HIGHWAY, SUITE 3210, MILL VALLEY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMichael B. Yongue
COOMichael B. Yongue
CIOFrank C. Greene

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
187
2
Individuals
25.6%
66
3
Charitable
1.9%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 27, 2026
Discretionary99.9%
$1.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.9B
Total Accounts601
10Y AUM Change+$1.2B (+167.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee29:1
10Y Employee Change-2 (-18.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.