Private Wealth Advisors

Private Wealth Advisors (CRD# 141971) is a financial advisory firm headquartered in Fresno, CA. They manage $329,167,342 in 1,229 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $267,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Private Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Martin L. Mazorra
CRD#: 1586018
7447 N. First, Ste. 202, Fresno, CA 93720

Martin Mazorra (CRD# 1586018) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has over 28 years of experience in the finance industry. Martin Mazorra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas A. Mazorra
CRD#: 6804624
7447 N. First Street, Suite 202, Fresno, CA 93720

Nicholas Mazorra (CRD# 6804624) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry. Nicholas Mazorra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Chris M. Murray
CRD#: 2037323
7447 N. First Street, Ste 202, Fresno, CA 93720

Chris Murray (CRD# 2037323) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has over 22 years of experience in the finance industry. Chris Murray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Vance J. Talbot
CRD#: 2206772
7447 N. First Street, Suite 202, Fresno, CA 93720

Vance Talbot (CRD# 2206772) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has over 28 years of experience in the finance industry.

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