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Fund Manager

Private Wealth Advisors

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PA
Private Wealth Advisors

Fund Manager

Primary Strategy: Real Estate

Number of Employees: 38

Ownership: Privately Held

Year End: December

Description

Private Wealth Advisors, established in 2007 (after more than 20 years operating within the Principal Financial Group) is a boutique financial firm specializing in portfolio management for high net worth families and organizations.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/private-wealth-advisors

Address

1111 E Herndon Ave, Suite 109, Fresno, California, United States

Date

As of: June 20, 2026

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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See All Funds

Current Service Providers

Fund Administrators

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Fund Auditors

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Switches

Last 12 months

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Team

Individuals

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