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Private Wealth Partners, LLC CRD 133802
$1.92B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
| AZ | RA | APPROVED | 2025-01-09 |
| IL | RA | APPROVED | 2024-12-12 |
| NV | RA | APPROVED | 2024-12-10 |
| MT | RA | APPROVED | 2024-12-09 |
| KS | RA | APPROVED | 2024-12-06 |
| NY | RA | APPROVED | 2024-12-06 |
| OH | RA | APPROVED | 2024-12-06 |
| WA | RA | APPROVED | 2024-12-06 |
| CA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2024-04-11 |
Branch Locations
591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Partners, Llc | Larkspur | CA | 04/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-03 |
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