PRIVATE WEALTH ADVISORS, INC.
CRD #148144 SEC #801-69670 PORTLAND, OR 503-505-5866
SEC Registered
Total AUM
$51.9M
Discretionary
$51.9M
Employees
51
Clients
101
Accounts
209
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KEYS, LYNN, CROSS | I | DIRECTOR | NA | Control |
| KEYS, LYNN, CROSS | I | DIRECTOR | NA | Control |
| KEYS, ROBERT, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| KEYS, ROBERT, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| KEYS FAMILY PARTNERS LTD. | DE | DIRECT OWNER | E | Control |
| KEYS FAMILY PARTNERS LTD. | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EGNER, RICHARD | I | KEYS FAMILY TRUST II DTD 02/01/1996 | F | Control |
| EGNER, RICHARD | I | KEYS FAMILY TRUST II DTD 02/01/1996 | F | Control |
| KEYS FAMILY TRUST II DTD 02/01/1996 | FE | KEYS FAMILY PARTNERS, LTD. | E | Control |
| KEYS FAMILY TRUST II DTD 02/01/1996 | FE | KEYS FAMILY PARTNERS, LTD. | E | Control |
Registrations
Federal
IA
Jun 25, 2009 REGISTERED
Notice Filings (9)
AZ CA CO GA IN NV OR TX UT
Address
4650 S.W. MACADAM AVENUESUITE 100
PORTLAND, OR 97239-4263
United States
Phone: 503-505-5866