SEC Form ADV

PRIVATE WEALTH ADVISORS

Registered Investment AdviserCA
$451.2M
Assets Under Management
6
Employees
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Registration Details

Accession
crd-141971
Location
FRESNO, CA
Filing Date
March 20, 2026
AUM
$451.2M
Institutional Clients
8
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable Organizations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $6.2M in combined gross assets.

  • PWA REAL ESTATE FUND GATEWAY, LLCReal Estate FundMaster Fund$6.2M

About this Adviser

PRIVATE WEALTH ADVISORS is a registered investment adviser headquartered in FRESNO, CA, managing approximately $451.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.