Private Wealth Advisors LLC

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Assets, Funds, Holdings

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Private Wealth Advisors LLC
CRD #141971
SEC #801-68605
CIK #0001806580, 0001787027, 0001462525, 0002022637
AUM $352.8 MM (2024-08-23)
Employees 6 (33% Investors, 0% Brokers)
Phone559-451-3463
Address1111 E Herndon Ave
Fresno, CA 93720
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 33.1
DBA 13.9
ADM 42,760.2 9.1
SPTS 8.9
T 147,547.0 3.2
RRC 7,459.9 2.8
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 550 99.6
(b) Individuals (high net worth individuals) 62 247.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 5.8
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 992 352.8
By Discretionary
Discretionary 992 352.8
Non-Discretionary 0 0.0
Total 992 352.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 352.8
Total 992 352.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001462525]
SC 13G [0001462525]
13F-HR [0001787027]
13F-HR [0001806580]
13F-HR [0002022637]
Form 13D/13G Filer Form 13D/13G Subject Filed
Private Wealth Advisors Inc AEHR Test Systems [2014-02-11]
Comparable Firms State AUM ($BB)
Mach-1 Financial Group LLC
AR 0.4
Signature Wealth Management Group LLC
GA 0.4
Carolina Qualified Retirement Plan Advisers LLC
SC 0.4
Seascape Capital Management LLC
NH 0.4
Kingsmark Private Financial Advisors LLC
GA 0.4
JMK & Associates LLC
WA 0.4
Abound Financial LLC
CA 0.4
Dougherty Wealth Advisers LLC
MN 0.4
JGHendricks Financial Services LLC
IL 0.4
Absolute Capital Management LLC
PA 0.4
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tony@aum13f.com