Private Wealth Partners LLC
Legal Name: PRIVATE WEALTH PARTNERS, LLC
Full Contact Details
Private Wealth Partners LLC
591 REDWOOD HIGHWAY, SUITE 3210, MILL VALLEY, CA
415-461-3850
415-461-3637
Other Info
Private Wealth Partners LLC is a California Limited Liability Company that provides financial advisory services. With 12 employees, half of whom work in advisory roles, the firm has served an undisclosed number of clients. It is a registered SEC entity and was approved on January 31, 2005.
Bay Area, CA | Financial Planning & Wealth Management - Private Wealth Partners, LLC — Private Wealth Partners, LLC
Let Private Wealth Partners help you find a unique approach to growing your wealth.
Direct Owners
-
DAVID PETER WONG
CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
KENNETH FREDRICK SIEBEL
BOARD MEMBER, CO-CHAIRMAN owns less than 5%
-
NATHANIEL THOMAS CORNELL
MEMBER owns more than 10% but less than 25%
-
PETER KLAUS MAIER
BOARD MEMBER, CO CHAIRMAN owns less than 5%
-
WILLIAM FRANKLIN DAGLEY
MEMBER owns 75% or more
Prime Brokers
-
J.P. MORGAN SECURITIES LLC
United States
Firms Located Nearby
Top Holdings
- Amazon.com Inc $40,437k
- MICROSOFT CORP $40,137k
- VISA INC COM CL A $37,906k
- Apple Inc $35,005k
- Thermo Fisher Scientific Inc $29,622k
- ALPHABET INC $27,404k
- JPMORGAN CHASE & CO $26,687k
- ADOBE INC $20,575k
- MERCK & CO INC $20,265k
- PFIZER INC $19,480k