Private Wealth Advisors

Private Wealth Advisors is a state‑registered, solo independent advisory firm managing about $12.8 million in client assets. The firm provides individual portfolio management, investment consulting, and comprehensive financial planning to a client mix that includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and municipal entities.

The firm generally charges percentage‑of‑AUM fees and runs core equity and fixed‑income strategies while preparing written financial plans and client investment policy statements. Its investment process combines fundamental, technical, quantitative and qualitative analysis and employs both long‑ and short‑term purchases and option strategies; the brochure shows the firm manages roughly $6.19 million on a discretionary basis and $6.61 million on a non‑discretionary basis.

Compared with many single‑advisor independents, Private Wealth Advisors is notable for the near‑parity of non‑discretionary assets and for serving institutional clients such as pension and municipal plans. The principal’s background includes prior experience as a real estate agent, and the firm describes an active fixed‑income approach and use of technical/short‑term trading techniques, which together distinguish its mix of planning and market‑timing tools from many peers.