Private Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,796,679
Clients
51
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$250,915
About
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Market timing
Expertise
Options & derivatives strategies
Active portfolio management
Retirement income strategy
General estate planning guidance
Tax-loss harvesting
Fee options
Financial planning flat fee: $500 to $2,500 depending on arrangement; flat fee per analysis: $500
$1 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
$250 per hour for consulting services; complimentary for investment management clients
Account minimum: $1
Main office location
Private Wealth Advisors
223 N 6 Th St, Suite 400
Boise ID 83702, United States
Number of offices
1
Most active in
Private Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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