PRIVATE WEALTH ADVISORS, LLC
Legal name: PRIVATE WEALTH ADVISORS
CRD #141971 SEC #801-68605 FRESNO, CA 559-451-3463
SEC Registered
Total AUM
$368.8M
Discretionary
$368.8M
Employees
6
Clients
251
Accounts
1,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $368.8M | $368.8M | $0 | 6 | 0 |
| Aug 2024 | $352.8M | $352.8M | $0 | 6 | 0 |
| May 2024 | $352.8M | $352.8M | $0 | 6 | 0 |
| Mar 2024 | $352.8M | $352.8M | $0 | 6 | 0 |
| Jul 2023 | $349M | $349M | $0 | 6 | 10 |
| May 2023 | $349M | $349M | $0 | 6 | 10 |
| Mar 2023 | $349M | $349M | $0 | 6 | 10 |
| Aug 2022 | $353.5M | $353.5M | $0 | 7 | 10 |
| May 2022 | $353.5M | $353.5M | $0 | 7 | 10 |
| Mar 2022 | $353.5M | $353.5M | $0 | 7 | 10 |
| Jan 2022 | $345.9M | $345.7M | $167.1K | 8 | 10 |
| Aug 2021 | $345.9M | $345.7M | $167.1K | 8 | 10 |
| Mar 2021 | $345.9M | $345.7M | $167.1K | 8 | 10 |
| Sep 2020 | $329.2M | $321.2M | $8M | 7 | 0 |
| Jul 2020 | $329.2M | $321.2M | $8M | 7 | 0 |
| Jun 2020 | $329.2M | $321.2M | $8M | 7 | 0 |
| Mar 2020 | $329.2M | $321.2M | $8M | 7 | 0 |
| Nov 2019 | $247.6M | $237.8M | $9.7M | 7 | 9 |
| Mar 2019 | $247.6M | $237.8M | $9.7M | 7 | 9 |
| Oct 2018 | $261.5M | $240M | $21.5M | 7 | 0 |
| Sep 2018 | $261.5M | $240M | $21.5M | 7 | 0 |
| Sep 2018 | $261.5M | $240M | $21.5M | 7 | 0 |
| Mar 2018 | $261.5M | $240M | $21.5M | 7 | 0 |
| Mar 2017 | $204.4M | $184.3M | $20.1M | 7 | 467 |
| Jan 2017 | $190.2M | $162.7M | $27.6M | 8 | 474 |
| Mar 2016 | $190.2M | $162.7M | $27.6M | 8 | 474 |
| Dec 2015 | $175.6M | $0 | $175.6M | 8 | 464 |
| Mar 2015 | $175.6M | $0 | $175.6M | 8 | 464 |
| Jan 2015 | $164.4M | $0 | $164.4M | 8 | 612 |
| Dec 2014 | $164.4M | $0 | $164.4M | 8 | 612 |
| Oct 2014 | $164.4M | $0 | $164.4M | 8 | 612 |
| Mar 2014 | $164.4M | $0 | $164.4M | 8 | 612 |
| Jan 2014 | $164.4M | $0 | $164.4M | 8 | 612 |
| Dec 2013 | $129.1M | $0 | $129.1M | 8 | 612 |
| Aug 2013 | $129.1M | $0 | $129.1M | 8 | 612 |
| Feb 2013 | $129.1M | $0 | $129.1M | 8 | 612 |
| Oct 2012 | $116.3M | $0 | $116.3M | 5 | 300 |
| Sep 2012 | $116.3M | $0 | $116.3M | 1 | 300 |
| Mar 2012 | $116.3M | $0 | $116.3M | 1 | 300 |
| Aug 2011 | $138M | $17.7M | $120.3M | 5 | -- |
| Mar 2011 | $138M | $17.7M | $120.3M | 5 | -- |
| Mar 2011 | $138M | $17.7M | $120.3M | 5 | -- |
| Jan 2008 | $128.4M | $0 | $128.4M | 5 | -- |
| Nov 2007 | $125M | $0 | $125M | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$368.8M
Discretionary$368.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees6
Clients10
DateMay 2023
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees6
Clients10
DateMar 2023
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees6
Clients10
DateAug 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees7
Clients10
DateMay 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees7
Clients10
DateMar 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees7
Clients10
DateJan 2022
Total AUM$345.9M
Discretionary$345.7M
Non-Disc.$167.1K
Employees8
Clients10
DateAug 2021
Total AUM$345.9M
Discretionary$345.7M
Non-Disc.$167.1K
Employees8
Clients10
DateMar 2021
Total AUM$345.9M
Discretionary$345.7M
Non-Disc.$167.1K
Employees8
Clients10
DateSep 2020
Total AUM$329.2M
Discretionary$321.2M
Non-Disc.$8M
Employees7
Clients0
DateJul 2020
Total AUM$329.2M
Discretionary$321.2M
Non-Disc.$8M
Employees7
Clients0
DateJun 2020
Total AUM$329.2M
Discretionary$321.2M
Non-Disc.$8M
Employees7
Clients0
DateMar 2020
Total AUM$329.2M
Discretionary$321.2M
Non-Disc.$8M
Employees7
Clients0
DateNov 2019
Total AUM$247.6M
Discretionary$237.8M
Non-Disc.$9.7M
Employees7
Clients9
DateMar 2019
Total AUM$247.6M
Discretionary$237.8M
Non-Disc.$9.7M
Employees7
Clients9
DateOct 2018
Total AUM$261.5M
Discretionary$240M
Non-Disc.$21.5M
Employees7
Clients0
DateSep 2018
Total AUM$261.5M
Discretionary$240M
Non-Disc.$21.5M
Employees7
Clients0
DateSep 2018
Total AUM$261.5M
Discretionary$240M
Non-Disc.$21.5M
Employees7
Clients0
DateMar 2018
Total AUM$261.5M
Discretionary$240M
Non-Disc.$21.5M
Employees7
Clients0
DateMar 2017
Total AUM$204.4M
Discretionary$184.3M
Non-Disc.$20.1M
Employees7
Clients467
DateJan 2017
Total AUM$190.2M
Discretionary$162.7M
Non-Disc.$27.6M
Employees8
Clients474
DateMar 2016
Total AUM$190.2M
Discretionary$162.7M
Non-Disc.$27.6M
Employees8
Clients474
DateDec 2015
Total AUM$175.6M
Discretionary$0
Non-Disc.$175.6M
Employees8
Clients464
DateMar 2015
Total AUM$175.6M
Discretionary$0
Non-Disc.$175.6M
Employees8
Clients464
DateJan 2015
Total AUM$164.4M
Discretionary$0
Non-Disc.$164.4M
Employees8
Clients612
DateDec 2014
Total AUM$164.4M
Discretionary$0
Non-Disc.$164.4M
Employees8
Clients612
DateOct 2014
Total AUM$164.4M
Discretionary$0
Non-Disc.$164.4M
Employees8
Clients612
DateMar 2014
Total AUM$164.4M
Discretionary$0
Non-Disc.$164.4M
Employees8
Clients612
DateJan 2014
Total AUM$164.4M
Discretionary$0
Non-Disc.$164.4M
Employees8
Clients612
DateDec 2013
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees8
Clients612
DateAug 2013
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees8
Clients612
DateFeb 2013
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees8
Clients612
DateOct 2012
Total AUM$116.3M
Discretionary$0
Non-Disc.$116.3M
Employees5
Clients300
DateSep 2012
Total AUM$116.3M
Discretionary$0
Non-Disc.$116.3M
Employees1
Clients300
DateMar 2012
Total AUM$116.3M
Discretionary$0
Non-Disc.$116.3M
Employees1
Clients300
DateAug 2011
Total AUM$138M
Discretionary$17.7M
Non-Disc.$120.3M
Employees5
Clients--
DateMar 2011
Total AUM$138M
Discretionary$17.7M
Non-Disc.$120.3M
Employees5
Clients--
DateMar 2011
Total AUM$138M
Discretionary$17.7M
Non-Disc.$120.3M
Employees5
Clients--
DateJan 2008
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees5
Clients--
DateNov 2007
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--