Home
Financial Advisor
California
Mill Valley
PRIVATE WEALTH PARTNERS, LLC

PRIVATE WEALTH PARTNERS, LLC

Tel: 415-461-3850 591 Redwood Highway Suite 3210 Mill Valley, California 94941

About PRIVATE WEALTH PARTNERS, LLC

PRIVATE WEALTH PARTNERS, LLC is a Mill Valley, California based financial advisory firm with nearly $1,629,498,586 in assets under management and provides investment advisory services for 557 clients. There are currently 11 financial advisors at the firm.

General Information
Firm CRD#:

133802

Firm SEC#:

801-63808

Assets Under Management:

$1,629,498,586

No. of Clients:

557

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Mill Valley

FirmCRD#:293127
SEC#:801-112992
No. of Advisors:10
No. of Clients:4
AUM:$4,416,612,552
FirmCRD#:310205
SEC#:801-119761
No. of Advisors:15
No. of Clients:9
AUM:$1,376,488,081
FirmCRD#:131155
SEC#:801-69262
No. of Advisors:13
No. of Clients:887
AUM:$935,766,012
FirmCRD#:1489
SEC#:801-56354
No. of Advisors:4
No. of Clients:41
AUM:$681,532,553
FirmCRD#:299383
SEC#:801-120160
No. of Advisors:13
No. of Clients:6
AUM:$571,834,337
FirmCRD#:170413
SEC#:801-79173
No. of Advisors:3
No. of Clients:383
AUM:$512,876,537
FirmCRD#:281775
SEC#:801-106836
No. of Advisors:5
No. of Clients:323
AUM:$342,712,542
FirmCRD#:156280
SEC#:801-128441
No. of Advisors:3
No. of Clients:2
AUM:$181,835,617
FirmCRD#:173138
SEC#:801-121642
No. of Advisors:5
No. of Clients:461
AUM:$158,825,370
FirmCRD#:291953
SEC#:801-124871
No. of Advisors:8
No. of Clients:3
AUM:$148,410,099
FirmCRD#:112814
SEC#:801-67374
No. of Advisors:1
No. of Clients:10
AUM:$132,921,147
FirmCRD#:313523
SEC#:801-130114
No. of Advisors:3
No. of Clients:233
AUM:$123,187,596
FirmCRD#:165451
SEC#:801-120348
No. of Advisors:5
No. of Clients:86
AUM:$120,487,080
FirmCRD#:105702
SEC#:801-33527
No. of Advisors:2
No. of Clients:197
AUM:$115,016,831

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.