PRIVATE WEALTH ADVISORS, LLC

PRIVATE WEALTH ADVISORS, LLC of FRESNO, CA is an SEC-registered investment adviser (CRD 141971). Regulatory assets under management: $451.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (9)

NameRoleLocation
Martin Lee MazorraMANAGING MEMBER
Daniel Joseph LillibridgeCHIEF COMPLIANCE OFFICER/OPERATIONS OFFICER
Nicholas Anthony MazorraCHIEF INVESTMENT OFFICER
MAZORRA MARTIN LEEMANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
NICHOLS THOMAS MATTHEWMANAGING MEMBER
MURRAY CHRISTOPHER MICHAELMANAGING MEMBER
RAYPHOLTZ JEANNETTE ANNCHIEF COMPLIANCE OFFICER
Lillibridge Daniel JosephCHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER; CHIEF COMPLIANCE OFFICER/OPERATIONS OFFICER
MAZORRA NICHOLAS ANTHONYCHIEF INVESTMENT OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
PWA REAL ESTATE FUND GATEWAY, LLCReal Estate FundDelaware24$6.2M$500K

Branch offices (10)

CityStateEmployeesPhone
PISMO BEACHCA1559-451-3463
1559-451-3463
1559-451-3463
1559-451-3463
1559-451-3463
PISMO BEACHCA1559-451-3463
1559-451-3463
1559-451-3463
1559-451-3463
1559-451-3463

Fund service providers (1)

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