Private Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$451,158,900
Total clients
890
10% high-net worth
Total advisors
2
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
445
Average account size
$506,920
About
Private Wealth Advisors provides discretionary portfolio management along with financial and pension consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers tailored investment management, financial planning and retirement plan consulting, and may recommend private placements and alternative investments as part of client strategies.
The firm's investment process combines fundamental analysis and longer‑term buy‑and‑hold allocations with client‑specific restrictions and periodic rebalancing, and it uses options both for hedging and for strategic purposes. Private Wealth Advisors also operates affiliated private investment funds and discloses the discretion to employ derivatives — specifically options — and limited leverage where appropriate, while providing ongoing monitoring and reporting for managed accounts.
Noteworthy differences from many peers include operating six offices and serving a large client base (approximately 890 clients) with two listed advisors, resulting in a high client‑per‑advisor ratio that is atypical for supported firms. The firm also serves as general partner and investment manager to a real‑estate private fund (the PWA Real Estate Fund Gateway master/feeder structure) tied to a specified condominium development and acknowledges custody of fund assets and the provision of audited annual financial statements to fund investors.
Client services
Expertise
Fee options
Financial consulting flat fees generally range from $1,500 to $10,000
$0 - $149,999: 1.50% annually $150,000 - $249,999: 1.35% annually $250,000 - $499,999: 1.25% annually $500,000 - $749,999: 1.15% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.95% annually $2,000,000 - $2,999,999: 0.85% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.65% annually $5,000,000 - $5,999,999: 0.60% annually $6,000,000 - $6,999,999: 0.55% annually $7,000,000+: 0.50% annually
$500 per hour for financial consulting services
Account minimum: $1,000,000 Fee-only: Financial consulting fees range from $1,500 to $10,000 flat fee; hourly rate is $500/hour
Main office location
Private Wealth Advisors
1111 E Herndon Ave, Suite 109
Fresno CA 93720, United States
Number of offices
6
Most active in
Arizona · California · Idaho · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")