| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Christopher Greene Control | Director Of Research & Sr. Portfolio Manager | 10-25% | 2019 |
| Katrina Ann Smith Control | Director Of Client Services & Operations | Under 5% | 2024 |
| Kenneth Fredrick Siebel Control | Board Member, Co-Chairman | Under 5% | 2016 |
Private Wealth Partners, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Private Wealth Partners, LLC reports 9 employees.
Private Wealth Partners, LLC is based in Mill Valley, CA and has been SEC-registered since 2005.
Private Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941 |
| Phone | 415-461-3850 |
| Fax | 415-461-3637 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1335851 |
| Discloses disciplinary history | No |
| Discretionary | $1.98B |
| Non-discretionary | $1M |
| Total (RAUM) | $1.98B |