Private Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Private Wealth Partners reports 258 clients. They include 187 high-net-worth individuals, 66 individual clients and 5 charitable organizations. Of its assets, 99.9% ($1.92B across 600 accounts) are managed with discretion; $1.49M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 2% |
| High-net-worth individuals | 72% | 94% |
| Banking or thrift institutions | Fewer than 5 | 3% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 2% | 1% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $31.3M | 1.6% | $474K |
| High-net-worth individuals | 187 | $1.8B | 93.6% | $9.62M |
| Banking or thrift institutions | Fewer than 5 | $51.2M | 2.7% | — |
| Pension and profit-sharing plans | Fewer than 5 | $16.2M | 0.8% | — |
| Charitable organizations | 5 | $22M | 1.1% | $4.39M |
| Corporations and other businesses | Fewer than 5 | $1.48M | 0.1% | — |
| Total | 258 | $1.92B | 100% | — |
- Clients
- 66
- Regulatory AUM
- $31.3M
- AUM share
- 1.6%
- Avg. per client
- $474K
- Clients
- 187
- Regulatory AUM
- $1.8B
- AUM share
- 93.6%
- Avg. per client
- $9.62M
- Clients
- Fewer than 5
- Regulatory AUM
- $51.2M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $16.2M
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $22M
- AUM share
- 1.1%
- Avg. per client
- $4.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.48M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 258
- Regulatory AUM
- $1.92B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Private Wealth Partners charges 0.75%–1.00% a year for its Portfolio Management Services Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Hourly rates typically $300 to $500 per hour, or a flat fee typically $3,000 to $5,000; hourly work is billed quarterly in arrears.
William Dagley owns 50% to 75% of Private Wealth Partners. The leadership team of Private Wealth Partners includes President William Dagley, Chief Investment Officer Frank Greene and Chief Operating Officer Michael Yongue. It has 9 employees, 6 of them in advisory roles.
Leadership
- William DagleyPresident
- Michael YongueChief Compliance Officer/Chief Operating Officer
- Frank GreeneChief Investment Officer & SR. Portfolio Manager
- Kenneth SiebelBoard Member, Co- Chairman
- Katrina SmithDirector of Client Services & Operations
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- William Franklin Dagley
- Frank Christopher Greene
- Richard George Kuchen JR
- Hubert Saint James Lenczowski
- Jason Martin Saxon
- Michael Bennett Yongue
Staff
- 9 employees
- 6 in advisory functions
- 5 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Private Wealth Partners, LLC
William Dagley
Control person · since February 2005
- Owns 10% to 25% of Private Wealth Partners, LLC
Frank Greene
Control person · since December 2019
- Owns 5% to 10% of Private Wealth Partners, LLC
Michael Yongue
Control person · since June 2022
- Owns 5% to 10% of Private Wealth Partners, LLC
Katrina Smith
Control person · since March 2024
Private Wealth Partners’ regulatory assets grew from $1.31B (March 2021) to $1.92B (March 2026); clients rose from 208 to 258 and employees fell from 11 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.92B | 258 | 9 | 1 |
| March 2025 | $1.98B | 249 | 9 | 1 |
| March 2024 | $1.63B | 236 | 11 | 1 |
| March 2023 | $1.33B | 235 | 10 | 1 |
| April 2022 | $1.59B | 226 | 10 | 1 |
| March 2021 | $1.31B | 208 | 11 | 1 |
Besides its headquarters, Private Wealth Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 591 Redwood Highway, Suite 3210, Mill ValleyHQ
Contact and registration details
- Legal name
- Private Wealth Partners, LLC
- Headquarters
- 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941
- Website
- pwpart.com
- Phone
- 415-461-3850
- @private-wealth-partners-llc
- SEC file
- 801-63808
- Structure
- California LLC
- Fiscal year end
- December
Private Wealth Partners uses Charles Schwab ($1.46B) as custodian for its separately managed accounts. Private Wealth Partners has custody of $489M in client assets for 61 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.46B100%
At year end, Private Wealth Partners’ separately managed accounts were mostly in stocks (74%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.4B across 183 positions; the largest are Apple Inc. (8.4%), Nvidia Corporation (8.1%) and Alphabet Inc. (7.0%).
What the accounts hold
- Stocks74%
- Funds8%
- Bonds17%
- Investment grade corporate bonds10%
- U.S. government and agency bonds5%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash1%
Reported 13F holdings
- $1.4B
- Reported 13F value
- 183
- Positions
- 50.7%
- In the 10 largest
- +8.1%
- Value vs. prior quarter
- Apple Inc.8.4%
- Nvidia Corporation8.1%
- Alphabet Inc. · Cap Stk CL A7.0%
- Microsoft Corp.5.0%
- Amazon Com Inc.4.5%
- Advanced Micro Devices Inc.4.1%
- Berkshire Hathaway Inc. Del · CL B New4.1%
- Visa Inc. · Com CL A3.3%
- JPMORGAN Chase & CO3.3%
- Alphabet Inc. · Cap Stk CL C2.9%
Together, the ten largest are 50.7% of reported value.
How many clients does Private Wealth Partners have?
Private Wealth Partners has 258 clients and manages $1.92 billion for them, as of March 2026. They include 187 high-net-worth individuals, 66 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Private Wealth Partners offer?
Private Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Private Wealth Partners charge?
Private Wealth Partners charges 0.75%–1.00% a year for its Portfolio Management Services Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: PRIVATE WEALTH PARTNERS, LLC BROCHURE 3/31/2026, filed 27 March 2026
Which custodians does Private Wealth Partners use?
Private Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.46B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Private Wealth Partners have?
Private Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Private Wealth Partners invest in?
At the end of its last fiscal year, Private Wealth Partners’ separately managed accounts held 74% exchange-traded equities, 10% investment grade corporate bonds, 8% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Private Wealth Partners have a minimum investment?
Yes, Private Wealth Partners’ minimum account size for its Portfolio Management Services Fees is $1M.
Source: PRIVATE WEALTH PARTNERS, LLC BROCHURE 3/31/2026, filed 27 March 2026
Who owns Private Wealth Partners?
Private Wealth Partners’ direct owners are William Dagley (50% to 75%), Michael Yongue (5% to 10%), Frank Greene (10% to 25%) and Katrina Smith (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Private Wealth Partners get paid?
Private Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Private Wealth Partners?
Private Wealth Partners’ main office is at 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941. Its phone number is 415-461-3850. Its website is pwpart.com.