Allocator Index · CRD 141971

PRIVATE WEALTH ADVISORS

Fresno, CA · 559-451-3463 · pwa.net

SEC IAPD record ↗

Fit score

86

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

89

Other individuals

801

HNW assets

$301.5M

Total AUM

$451.2M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PWA REAL ESTATE FUND GATEWAY, LLCReal Estate Fund$6.2M