PRIVATE WEALTH PARTNERS, LLC

CRD #133802 SEC #801-63808 MILL VALLEY, CA 415-461-3850

SEC Registered

Total AUM

$2B

Discretionary

$2B

Employees

Clients

Accounts

609

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 14, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
CORNELL, NATHANIEL, THOMAS	I	MEMBER	NA
KLESCEWSKI, JAMES, E.	I	CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MAIER, PETER, KLAUS	I	BOARD MEMBER, CO CHAIRMAN	NA	Control
MEROLA, JOHN F.	DE	CHIEF COMPLIANCE OFFICER	NA
MEROLA, JOHN F.	DE	MEMBER	NA
MEROLA, JOHN F.	DE	MEMBER/CHIEF COMPLIANCE OFFICER	NA
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SIEBEL, KENNETH, FREDRICK	I	BOARD MEMBER, CO-CHAIRMAN	NA	Control
SMITH, KATRINA, ANN	I	DIRECTOR OF CLIENT SERVICES & OPERATIONS	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
YONGUE, MICHAEL, BENNETT	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
YONGUE, MICHAEL, BENNETT	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
YONGUE, MICHAEL, BENNETT	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
YONGUE, MICHAEL, BENNETT	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	E	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	D	Control
DAGLEY, WILLIAM, FRANKLIN	I	PRESIDENT	D	Control
KENNETH F. SIEBEL	DE	MANAGING MEMBER	D	Control
KENNETH F. SIEBEL	DE	CHAIRMAN	D	Control
KENNETH F. SIEBEL	DE	CHAIRMAN	D	Control
KENNETH F. SIEBEL	DE	MANAGING MEMBER	D	Control
KENNETH F. SIEBEL	DE	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
SIEBEL, KENNETH, FREDRICK	I	MANAGING MEMBER	D	Control
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
CORNELL, NATHANIEL, THOMAS	I	MEMBER	B
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
DAGLEY, WILLIAM, FRANKLIN	I	MEMBER	B	Control
GREENE, FRANK, CHRISTOPHER	I	DIRECTOR OF RESEARCH & SR. PORTFOLIO MANAGER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
MAIER, PETER, KLAUS	I	MEMBER	B	Control
PETER K. MAIER	DE	MEMBER	B	Control
PETER K. MAIER	DE	PRESIDENT	B
PETER K. MAIER	DE	PRESIDENT	B
PETER K. MAIER	DE	MEMBER	B
PETER K. MAIER	DE	MEMBER	B
WILLIAM F. DAGLEY	DE	MEMBER	B	Control
WILLIAM F. DAGLEY	DE	EXECUTIVE VICE PRESIDENT	B
WILLIAM F. DAGLEY	DE	EXECUTIVE VICE PRESIDENT	B
WILLIAM F. DAGLEY	DE	MEMBER	B
WILLIAM F. DAGLEY	DE	MEMBER	B
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
WONG, DAVID, PETER	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
GREENE, FRANK, CHRISTOPHER	I	DIRECTOR OF RESEARCH	A	Control
GREENE, FRANK, CHRISTOPHER	I	DIRECTOR OF RESEARCH & SR. PORTFOLIO MANAGER	A	Control

Registrations

Federal

Mar 14, 2025 REGISTERED

Notice Filings (22)

AZ CA CO DC FL ID IL KS MA MD MT NE NH NJ NV NY OH OR PA TX WA WI

Address

591 REDWOOD HIGHWAY
SUITE 3210
MILL VALLEY, CA 94941
United States

Phone: 415-461-3850