Private Wealth Partners, LLC
● SEC registered since 2005CRD 133802SEC# 801-63808Mill Valley, CA
Reg. AUM
$1.92B
Employees
9
Accounts
601
Location
Mill Valley, CA
Private Wealth Partners, LLC assets under management
Private Wealth Partners, LLC operates as an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 2005. It reports $1.9 billion in regulatory assets under management and employs 9 people.
Private Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Christopher Greene Control | Chief Investment Officer & Sr. Portfolio Manager | 10-25% | 2019 |
| Katrina Ann Smith Control | Director Of Client Services & Operations | 5-10% | 2024 |
| Kenneth Fredrick Siebel Control | Board Member, Co-Chairman | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Private Wealth Partners, LLC manage?
Private Wealth Partners, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Private Wealth Partners, LLC have?
Private Wealth Partners, LLC reports 9 employees.
Where is Private Wealth Partners, LLC located?
Private Wealth Partners, LLC is based in Mill Valley, CA and has been SEC-registered since 2005.
Does Private Wealth Partners, LLC disclose fund performance?
Private Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941 |
| Phone | 415-461-3850 |
| Fax | 415-461-3637 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1335851 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.92BNon-discretionary $1.5M