PRIVATE WEALTH PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	555	$1.6B
Non-Discretionary	2	$2.2M
Total	557	$1.6B

Clients

Type	Number	RAUM
Individuals	71	$58.8M
HNW Individuals	160	$1.5B
Banking or thrift institutions	<5	$34.3M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$10.5M
Charitable organizations	5	$16.1M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters
Compensation	% of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-63808
SEC ERA File Number	801-63808
SEC CIK Numbers	1335851
SEC CRD Numbers	133802
Legal Entity Identifier	None

Principal Office

591 REDWOOD HIGHWAY
SUITE 3210
MILL VALLEY
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic