PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS of BOISE, ID is an SEC-registered investment adviser (CRD 152073). Regulatory assets under management: $12.8M.

Registration

• CRD: 152073
• Type: Registered investment adviser
• Location: 223 N 6TH ST, BOISE, ID, 83702
• Phone: 208-287-8870
• Latest filing: 2026-04-15
• Regulatory AUM: $12.8M
• Discretionary AUM: $6.2M
• Non-discretionary AUM: $6.6M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search