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Private Wealth Advisors LLC
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CRD # | 141971 |
SEC # | 801-68605 |
CIK # | 0001806580, 0001787027, 0001462525, 0002022637 |
AUM | $352.8 MM (2024-08-23) |
Employees | 6 (33% Investors, 0% Brokers) |
Phone | 559-451-3463 |
Address | 1111 E Herndon Ave Fresno, CA 93720 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001462525] | |
SC 13G | [0001462525] | |
13F-HR | [0001787027] | |
13F-HR | [0001806580] | |
13F-HR | [0002022637] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Private Wealth Advisors Inc | AEHR Test Systems | [2014-02-11] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mach-1 Financial Group LLC
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AR | 0.4 |
Signature Wealth Management Group LLC
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GA | 0.4 |
Carolina Qualified Retirement Plan Advisers LLC
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SC | 0.4 |
Seascape Capital Management LLC
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NH | 0.4 |
Kingsmark Private Financial Advisors LLC
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GA | 0.4 |
JMK & Associates LLC
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WA | 0.4 |
Abound Financial LLC
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CA | 0.4 |
Dougherty Wealth Advisers LLC
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MN | 0.4 |
JGHendricks Financial Services LLC
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|
IL | 0.4 |
Absolute Capital Management LLC
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|
PA | 0.4 |