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Private Wealth Advisors

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Client assets under management

$438,105,000

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Clients

890

10% high-net-worth

Advisors

2

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

445

Very High

Average account size

$492,253

About

Private Wealth Advisors provides discretionary portfolio management along with financial and pension consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers tailored investment management, financial planning and retirement plan consulting, and may recommend private placements and alternative investments as part of client strategies.

The firm's investment process combines fundamental analysis and longer‑term buy‑and‑hold allocations with client‑specific restrictions and periodic rebalancing, and it uses options both for hedging and for strategic purposes. Private Wealth Advisors also operates affiliated private investment funds and discloses the discretion to employ derivatives — specifically options — and limited leverage where appropriate, while providing ongoing monitoring and reporting for managed accounts.

Noteworthy differences from many peers include operating six offices and serving a large client base (approximately 890 clients) with two listed advisors, resulting in a high client‑per‑advisor ratio that is atypical for supported firms. The firm also serves as general partner and investment manager to a real‑estate private fund (the PWA Real Estate Fund Gateway master/feeder structure) tied to a specified condominium development and acknowledges custody of fund assets and the provision of audited annual financial statements to fund investors.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

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Fee options

Fixed

Financial consulting flat fees generally range from $1,500 to $10,000

Percentage

$0 - $149,999: 1.50% annually $150,000 - $249,999: 1.35% annually $250,000 - $499,999: 1.25% annually $500,000 - $749,999: 1.15% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.95% annually $2,000,000 - $2,999,999: 0.85% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.65% annually $5,000,000 - $5,999,999: 0.60% annually $6,000,000 - $6,999,999: 0.55% annually $7,000,000+: 0.50% annually

Project-based

$500 per hour for financial consulting services

Other

Account minimum: $1,000,000 Fee-only: Financial consulting fees range from $1,500 to $10,000 flat fee; hourly rate is $500/hour

Main office location

Private Wealth Advisors

1111 E Herndon Ave, Suite 109

Fresno CA 93720, United States

Number of offices

6

Most active in

More info

Arizona · California · Idaho · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook YouTube Website 559-451-3463

Advisors at this firm

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user avatar

Nicholas M

CFP®

Prismo, CA

Private Wealth Advisors

Nicholas Mazorra is a CFP® professional at Private Wealth Advisors with 18 years of experience. He has worked at Private Wealth Advisors since 2008. Private Wealth Advisors provides discretionary portfolio management, financial consulting, and pension consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios based on individual objectives and risk tolerances, employing fundamental analysis and a long-term purchase orientation, while incorporating options for hedging and strategic purposes when appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Martin M

CFP®, ChFC®, Series 63, Series 65

Fresno, CA

Private Wealth Advisors

Martin Mazorra is a CFP® and ChFC® with 27 years of industry experience. He has been with Private Wealth Advisors since 2006, where he serves as one of two primary advisors. Private Wealth Advisors provides discretionary portfolio management and financial consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using mutual funds, ETFs, and options strategies, alongside customized financial planning and pension consulting.

Private / alternative investments Options & derivatives strategies Real estate investing
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