# PRIVATE WEALTH PARTNERS, LLC

PRIVATE WEALTH PARTNERS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133802
- Type: SEC-registered investment adviser
- SEC file number: 801-63808
- Location: 591 REDWOOD HIGHWAY, SUITE 3210, MILL VALLEY, CA, 94941
- Phone: 415-461-3850
- Latest filing: 2026-03-27
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $1.5M
- Clients: 9
- Accounts: 601

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133802/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133802/similar
- Related entities: https://search.stillhousedata.com/firm/133802/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133802

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.