$451.2M Total AUM
$451.2M Disc. AUM
7.2% 3Y CAGR
6 Employees
898 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2007
- Office Locations
- 2
Office Locations
1111 E Herndon AVE Suite 109 Fresno CA
575 Price Suit 211 Prismo CA
About Private Wealth Advisors
Private Wealth Advisors is a Fresno-based RIA with 2 offices. The firm has been operating for 19 years. Managing $451.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
34 AVG AGE
$225.6M AVG AUM / ADVISOR
$502.4K AVG AUM / CLIENT
8.7 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARTIN LEE MAZORRA
Chief Investment Officer, Managing Member
- CRD
- #1586018
- Ownership
- 75% or more
Available
Available
Available
D
Daniel Joseph Lillibridge
Certified Financial Planner, Chief Compliance Officer, OPERATIONS MANAGER, OPERATIONS OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,158,900 | $409,400 |
| Non-Discretionary | $0 | -- |
| Total | $451,158,900 | $409,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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