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Building 2PRIVATE WEALTH PARTNERS, LLC

Map pinMILL VALLEY, CA
Phone415-461-3850
NotebookSEC #801-63808
Total AUM
$1.9B
Employees
9
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
591 REDWOOD HIGHWAY
SUITE 3210
MILL VALLEY
CA 94941
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
415-461-3850

ReceiptFinancials

Total AUM
$1.9B
Accounts
601
Discretionary
$1.9B
Accounts
600
Non-Discretionary
$1.5M
Accounts
1

ContactClients

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Individual Clients
66
AUM
$31.3M
HNW Individual Clients
187
AUM
$1.8B
Banking Clients
1
AUM
$51.2M
Pension/Profit Sharing Plan Clients
1
AUM
$16.2M
Charitable Organization Clients
5
AUM
$22M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILKSMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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