# PRIVATE WEALTH ADVISORS, INC.

PRIVATE WEALTH ADVISORS, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 148144
- Type: SEC-registered investment adviser
- SEC file number: 801-69670
- Location: 4650 S.W. MACADAM AVENUE, SUITE 100, PORTLAND, OR, 97239-4263
- Phone: 503-972-1500
- Latest filing: 2009-08-06
- Regulatory AUM: $51.9M
- Discretionary AUM: $51.9M
- Clients: 51
- Accounts: 209

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KEYS ROBERT LEE | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| KEYS LYNN CROSS | DIRECTOR | — |
| LEE LORELEI RAMONA | CHIEF OPERATING OFFICER | — |
| EGNER RICHARD | TRUSTEE, NO OWNERSHIP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148144/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148144/similar
- Related entities: https://search.stillhousedata.com/firm/148144/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148144

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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.