Private Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fresno, CA. Its latest Form ADV filing, dated March 20, 2026, reports $451M in regulatory assets under management, 6 employees, 5 offices, and 1,102 accounts.
Assets Under Management
$451M
Employees
6
Offices
5 offices
Total Clients
898
Primary office
FRESNO, CA
1111 E HERNDON AVE, SUITE 109, FRESNO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
801
2
HNWI
9.9%
89
3
Pension Plans
0.4%
4
4
Pooled Investment Vehicles
0.2%
2
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of March 20, 2026
Discretionary100.0%
$451M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$451M
Total Accounts1,102
10Y AUM Change+$247M (+120.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee150:1
10Y Employee Change-1 (-14.3%)
* 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.