$12.8M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- BridgePathway
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
223 N 6TH ST Suite 400 Boise ID
About Private Wealth Advisors
Private Wealth Advisors is a Boise-based RIA. The firm has been operating for 16 years. Managing $12.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
43 AVG AGE
$12.8M AVG AUM / ADVISOR
$250.9K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Delta optima Ember Prime
Client Personas
Foundation fusion
Custodian
Signal zenith
Investment Themes
Zenith Ridge foundation
Investment Vehicles
Radial ember
Platform
Legacy
Services
Horizon beacon Fusion Insight alpha Vector Optima Ember horizon Legacy pathway Summit
Technology
Ridge Glacier
Owner & Executives
JOSEPH WILTON FREEMAN
President, Registered Investment Advisor
- CRD
- #5452657
- Ownership
- 75% or more
(884) 778-9295
frontier.capital@vectorcapital.com
in linkedin.com/in/focus-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,187,387 | -- |
| Non-Discretionary | $6,609,292 | -- |
| Total | $12,796,679 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,796,679
Public Funds:
16.1% Equity - Exchange:
19.2% Other:
12.3% Cash:
20.8% Corporate - Investment Grade:
11.2% U.S. Government/Agency:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $214,436,886 | 16.1% |
| Equity - Exchange | $255,725,976 | 19.2% |
| Other | $163,824,453 | 12.3% |
| Cash | $277,036,474 | 20.8% |
| Corporate - Investment Grade | $149,173,486 | 11.2% |
| U.S. Government/Agency | $271,708,850 | 20.4% |
| Total | $1,331,906,125 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX GLACIER FUSION | VERTEX VERTEX | PFWVP3UOM | EOWL | 9.87% | $115,880,898 |
| VITAL MOMENTUM WAVE | PRIME PEAK | CF1EYOI6L | AMGQN | 2.28% | $96,059,606 |
| BRIDGE VALUE SIGNAL | CREST PATHWAY | CB6EW8N1Q | CYLCZ | 3.96% | $91,134,513 |
| VECTOR MERIDIAN PATHWAY | PATHWAY TIMBER | WMSX57PIZ | PQXAO | 1.73% | $35,887,162 |
| SIGNAL HARBOR | PIONEER BEACON | 283NEL73F | WWLL | 8.54% | $99,742,394 |
| UNISON FRONTIER | MATRIX NORTH | GWCU5ERK6 | JZZUL | 10.16% | $36,870,747 |
| FOCUS DELTA | UNISON VALUE | V7VRZVM36 | OCZIF | 1.87% | $109,796,572 |
| VERTEX BEACON | OAK TIMBER | J9R3ZHY6P | THWF | 7.39% | $14,785,404 |