PRIVATE WEALTH PARTNERS, LLC
CRD #133802 SEC #801-63808 MILL VALLEY, CA 415-461-3850
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
9
Clients
25
Accounts
609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $1M | 9 | 0 |
| Mar 2024 | $1.6B | $1.6B | $2.2M | 11 | 0 |
| Mar 2023 | $1.3B | $1.3B | $12.7M | 10 | 0 |
| Aug 2022 | $1.6B | $1.6B | $10.4M | 10 | 0 |
| Apr 2022 | $1.6B | $1.6B | $10.4M | 10 | 0 |
| Mar 2022 | $1.6B | $1.6B | $10.4M | 10 | 0 |
| Mar 2021 | $1.3B | $1.3B | $32.7M | 11 | 0 |
| Oct 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2019 | $876.8M | $874.6M | $2.3M | 12 | 0 |
| Mar 2019 | $876.8M | $874.6M | $2.3M | 12 | 0 |
| Feb 2019 | $831.1M | $825.6M | $5.5M | 10 | 0 |
| Mar 2018 | $831.1M | $825.6M | $5.5M | 10 | 0 |
| May 2017 | $734.6M | $732.7M | $1.9M | 11 | 300 |
| May 2017 | $734.6M | $732.7M | $1.9M | 11 | 300 |
| Apr 2017 | $734.6M | $732.7M | $1.9M | 11 | 300 |
| Mar 2017 | $718.2M | $716.3M | $1.9M | 11 | 300 |
| Mar 2016 | $713.6M | $710.4M | $3.2M | 10 | 300 |
| Aug 2015 | $744.4M | $739.7M | $4.7M | 12 | 300 |
| Jun 2015 | $744.4M | $739.7M | $4.7M | 12 | 300 |
| Mar 2015 | $744.4M | $739.7M | $4.7M | 12 | 300 |
| Mar 2014 | $794.1M | $778.1M | $16.1M | 12 | 300 |
| Mar 2013 | $696.2M | $682.4M | $13.8M | 12 | 300 |
| Jan 2013 | $683.3M | $669.5M | $13.8M | 12 | 300 |
| Jun 2012 | $683.3M | $669.5M | $13.8M | 11 | 300 |
| Mar 2012 | $683.3M | $669.5M | $13.8M | 11 | 300 |
| Mar 2011 | $704.7M | $691.4M | $13.3M | -- | -- |
| Mar 2011 | $704.7M | $691.4M | $13.3M | -- | -- |
| Mar 2009 | $629.6M | $629.6M | $0 | -- | -- |
| Mar 2008 | $826M | $826M | $0 | -- | -- |
| Feb 2007 | $795.3M | $795.3M | $0 | -- | -- |
| Mar 2006 | $652M | $652M | $0 | -- | -- |
| Feb 2006 | $652M | $652M | $0 | -- | -- |
| Dec 2005 | $638.5M | $638.5M | $0 | -- | -- |
| Sep 2005 | $638.5M | $638.5M | $0 | -- | -- |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$1M
Employees9
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.2M
Employees11
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.7M
Employees10
Clients0
DateAug 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.4M
Employees10
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.4M
Employees10
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.4M
Employees10
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.7M
Employees11
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$876.8M
Discretionary$874.6M
Non-Disc.$2.3M
Employees12
Clients0
DateMar 2019
Total AUM$876.8M
Discretionary$874.6M
Non-Disc.$2.3M
Employees12
Clients0
DateFeb 2019
Total AUM$831.1M
Discretionary$825.6M
Non-Disc.$5.5M
Employees10
Clients0
DateMar 2018
Total AUM$831.1M
Discretionary$825.6M
Non-Disc.$5.5M
Employees10
Clients0
DateMay 2017
Total AUM$734.6M
Discretionary$732.7M
Non-Disc.$1.9M
Employees11
Clients300
DateMay 2017
Total AUM$734.6M
Discretionary$732.7M
Non-Disc.$1.9M
Employees11
Clients300
DateApr 2017
Total AUM$734.6M
Discretionary$732.7M
Non-Disc.$1.9M
Employees11
Clients300
DateMar 2017
Total AUM$718.2M
Discretionary$716.3M
Non-Disc.$1.9M
Employees11
Clients300
DateMar 2016
Total AUM$713.6M
Discretionary$710.4M
Non-Disc.$3.2M
Employees10
Clients300
DateAug 2015
Total AUM$744.4M
Discretionary$739.7M
Non-Disc.$4.7M
Employees12
Clients300
DateJun 2015
Total AUM$744.4M
Discretionary$739.7M
Non-Disc.$4.7M
Employees12
Clients300
DateMar 2015
Total AUM$744.4M
Discretionary$739.7M
Non-Disc.$4.7M
Employees12
Clients300
DateMar 2014
Total AUM$794.1M
Discretionary$778.1M
Non-Disc.$16.1M
Employees12
Clients300
DateMar 2013
Total AUM$696.2M
Discretionary$682.4M
Non-Disc.$13.8M
Employees12
Clients300
DateJan 2013
Total AUM$683.3M
Discretionary$669.5M
Non-Disc.$13.8M
Employees12
Clients300
DateJun 2012
Total AUM$683.3M
Discretionary$669.5M
Non-Disc.$13.8M
Employees11
Clients300
DateMar 2012
Total AUM$683.3M
Discretionary$669.5M
Non-Disc.$13.8M
Employees11
Clients300
DateMar 2011
Total AUM$704.7M
Discretionary$691.4M
Non-Disc.$13.3M
Employees--
Clients--
DateMar 2011
Total AUM$704.7M
Discretionary$691.4M
Non-Disc.$13.3M
Employees--
Clients--
DateMar 2009
Total AUM$629.6M
Discretionary$629.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$826M
Discretionary$826M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$795.3M
Discretionary$795.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$638.5M
Discretionary$638.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$638.5M
Discretionary$638.5M
Non-Disc.$0
Employees--
Clients--