Private Wealth Partners, LLC

Private Wealth Partners, LLC (CRD# 133802) is a financial advisory firm headquartered in Mill Valley, CA. They manage $1,629,498,586 in 557 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
591 Redwood Highway, Suite 3210, Mill Valley, CA 94941
http://www.pwpart.com
By the Numbers
  • Total Assets Under Management
    1,629
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $2,925,491
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, IL, KS, MT, NV, NY, OH, TX, WA

Financial Advisors at Private Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Dagley, financial advisor Mill Valley CA
William F. Dagley
CRD#: 1446144
591 Redwood Highway, Suite 3210, Mill Valley, CA 94941

William Dagley (CRD# 1446144) is an Investment Advisor Representative working at Private Wealth Partners, LLC in Mill Valley, CA and has over 23 years 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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