PRIVATE WEALTH PARTNERS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 133802). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Kenneth Fredrick Siebel | BOARD MEMBER, CO-CHAIRMAN | — |
| William Franklin Dagley | PRESIDENT | — |
| Michael Bennett Yongue | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| Frank Christopher Greene | CHIEF INVESTMENT OFFICER & SR. PORTFOLIO MANAGER; DIRECTOR OF RESEARCH & SR. PORTFOLIO MANAGER | — |
| Katrina Ann Smith | DIRECTOR OF CLIENT SERVICES & OPERATIONS | — |
| WONG DAVID PETER | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| SIEBEL KENNETH FREDRICK | BOARD MEMBER, CO-CHAIRMAN; MANAGING MEMBER | — |
| MAIER PETER KLAUS | BOARD MEMBER, CO CHAIRMAN; MEMBER | — |
| DAGLEY WILLIAM FRANKLIN | MEMBER; PRESIDENT | — |
| KLESCEWSKI JAMES E | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| CORNELL NATHANIEL THOMAS | MEMBER | — |
| YONGUE MICHAEL BENNETT | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| GREENE FRANK CHRISTOPHER | DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH & SR. PORTFOLIO MANAGER | — |