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Private Wealth Advisors, LLC

● SEC registered since 2008CRD 141971SEC# 801-68605Fresno, CA
Export (members)
Reg. AUM
$368.8M
Employees
6
Accounts
1,125
Location
Fresno, CA

Private Wealth Advisors, LLC assets under management

Private Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Fresno, CA. The firm has been registered since 2008. It reports $368.8 million in regulatory assets under management and employs 6 people.

Private Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Joseph Lillibridge ControlChief Compliance Officer/Operations OfficerUnder 5%2020
Martin Lee Mazorra ControlManaging MemberOver 75%2006
Nicholas Anthony MazorraChief Investment OfficerUnder 5%2022

Frequently asked questions

How much does Private Wealth Advisors, LLC manage?

Private Wealth Advisors, LLC reports $368.8 million in regulatory assets under management on its Form ADV.

How many employees does Private Wealth Advisors, LLC have?

Private Wealth Advisors, LLC reports 6 employees.

Where is Private Wealth Advisors, LLC located?

Private Wealth Advisors, LLC is based in Fresno, CA and has been SEC-registered since 2008.

Does Private Wealth Advisors, LLC disclose fund performance?

Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1111 E Herndon Ave, Suite 109, Fresno, CA 93720
Phone559-451-3463
Fax559-432-1938
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$368.8M
Non-discretionary$0
Total (RAUM)$368.8M