PRIVATE WEALTH ADVISORS

Legal name: PRIVATE WEALTH ADVISORS, LLC

CRD 141971File 801-68605

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$451.2M

Above cohort median (national)

Discretionary AUM

$451.2M

Clients

898

1,102 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 2, 2008
Principal office: 1111 E HERNDON AVE, SUITE 109, FRESNO, CA, 93720
Phone: 559-451-3463
Website: HTTP://WWW.PWA.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $451.2M
Discretionary AUM: $451.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,102
Non-discretionary accounts: 0
Total accounts: 1,102
AUM per client: $502K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$213K
High net worth individuals	89	$301.5M
Pooled investment vehicles	2	$6.2M
Pension and profit sharing plans	Fewer than 5	$6.7M
Individuals (other than high net worth individuals)	801	$136.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.