Private Wealth Advisors, LLC
● SEC registered since 2008CRD 141971SEC# 801-68605Fresno, CA
Ranks #4,038 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$451.2M
Fund GAV
$6.2M
Private funds
1
Employees
6
Accounts
1,102
Location
Fresno, CA
Private Wealth Advisors, LLC assets under management
Private Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Fresno, CA. The firm has been registered since 2008. It reports $451.2 million in regulatory assets under management and employs 6 people. Private Wealth Advisors, LLC manages 1 private fund with combined gross assets of $6.2 million, including Pwa Real Estate Fund Gateway, LLC. By regulatory assets, it ranks 4,038 of 6,004 private fund managers.
Private Wealth Advisors, LLC private funds
1 funds · $6.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pwa Real Estate Fund Gateway, LLC | Real Estate | $6.2M | $500K |
Private Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Lillibridge Control | Chief Compliance Officer/Operations Officer | Under 5% | 2020 |
| Martin Lee Mazorra Control | Managing Member | Over 75% | 2006 |
| Nicholas Anthony Mazorra | Chief Investment Officer | Under 5% | 2022 |
Frequently asked questions
How much does Private Wealth Advisors, LLC manage?
Private Wealth Advisors, LLC reports $451.2 million in regulatory assets under management on its Form ADV.
How many private funds does Private Wealth Advisors, LLC manage?
Private Wealth Advisors, LLC manages 1 private funds with combined gross assets of $6.2 million.
How many employees does Private Wealth Advisors, LLC have?
Private Wealth Advisors, LLC reports 6 employees.
Where is Private Wealth Advisors, LLC located?
Private Wealth Advisors, LLC is based in Fresno, CA and has been SEC-registered since 2008.
Does Private Wealth Advisors, LLC disclose fund performance?
Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 E Herndon Ave, Suite 109, Fresno, CA 93720 |
| Phone | 559-451-3463 |
| Fax | 559-432-1938 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$451.2M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$451.2Mregulatory AUM
Discretionary $451.2M