Private Wealth Advisors

Private Wealth Advisors (CRD# 141971) is a financial advisory firm headquartered in Fresno, CA. They manage $352,844,806 in 992 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7447 N. First Street, Suite 202, Fresno, CA 93720
http://www.pwa.net
By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $355,690
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
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, TX

Financial Advisors at Private Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Kylie Bourke, financial advisor Pismo Beach CA
Kylie A. Bourke
CRD#: 5319462
575 Price St, Suite 211, Pismo Beach, CA 93449

Kylie Bourke (CRD# 5319462) is an Investment Advisor Representative working at Private Wealth Advisors in Pismo Beach, CA and has over 15 years of experience in the finance industry.

2
Martin Mazorra, financial advisor Fresno CA
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 31 years of experience in the finance industry.

3
Nicholas Mazorra, financial advisor Fresno CA
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.

4
Catherine Manfredo, financial advisor Fresno CA
Catherine A. Manfredo
CRD#: 7497873
7447 N. First Street, Suite 202, Fresno, CA 93720

Catherine Manfredo (CRD# 7497873) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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