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Michael Bennett Yongue

Private Wealth Partners, LLC

Mill Valley, CA

CRD 7603248

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Employer firm

Private Wealth Partners, LLC CRD 133802

$1.92B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Private Wealth Partners, Llc

591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-09
FL RA APPROVED 2024-09-09
CA RA APPROVED 2024-08-02
TX RA APPROVED 2024-08-02
  • AZ RA
    APPROVED
    Since 2024-09-09
  • FL RA
    APPROVED
    Since 2024-09-09
  • CA RA
    APPROVED
    Since 2024-08-02
  • TX RA
    APPROVED
    Since 2024-08-02

Branch Locations

591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Wealth Partners Mill Valley CA 06/2022 Present
Bank Of Marin Novato CA 05/2013 06/2022
  • 06/2022 → Present
    Private Wealth Partners
    Mill Valley, CA
  • 05/2013 → 06/2022
    Bank Of Marin
    Novato, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.
SCHMITZ CAPITAL PARTNERS, LLC

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA

More in Mill Valley, CA

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