$1.9B Total AUM
$1.9B Disc. AUM
12.9% 3Y CAGR
9 Employees
258 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
591 Redwood Highway Suite 3210 Mill Valley CA
About Private Wealth Partners, LLC
Private Wealth Partners is an independent Bay Area RIA providing investment management and comprehensive wealth planning across life stages for high-net-worth individuals, investors, and emerging professionals. The team brings 40+ years of industry experience and builds recommendations without bank or brokerage ties. Clients get a unified digital view via eMoney and Orion, with custody through Charles Schwab.
Team overview
-- AVG AGE
$320.2M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
2.5 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Prime Optima Signal Atlas harbor Matrix Meridian zenith Ridge Capital value
Client Personas
Horizon
Custodian
Eagle north Catalyst Delta Ridge signal
Investment Themes
Focus atlas
Investment Vehicles
Insight Ridge
Platform
Vertex value Vital
Services
Alpha Eagle north Quantum Eagle unison Alpha peak Momentum Harbor ridge Unison crest
Owner & Executives
W
WILLIAM FRANKLIN DAGLEY
President
- CRD
- #1446144
- Ownership
- 50% but less than 75%
(799) 218-7246
vital.crest@meridiancapital.com
in linkedin.com/in/bridge-wave
F
FRANK CHRISTOPHER GREENE
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #2447213
- Ownership
- 10% but less than 25%
(220) 310-5326
atlas.legacy@foundationcapital.com
in linkedin.com/in/alpha-oak
F
Fusion peak
Pathway bridge timber
- CRD
- #63730
- Ownership
- 18.4%
(559) 797-7092
north.optima@foundationcapital.com
in linkedin.com/in/alpha-signal
Showing 2 of 5 owners & executives
Unlock allContacts
R
RICHARD GEORGE KUCHEN JR
--
- CRD
- #1421355
(930) 537-3246
capital.wave@bridgecapital.com
in linkedin.com/in/crest-alpha
H
Hubert Saint James Lenczowski
--
- CRD
- #8017865
(832) 320-8053
frontier.timber@vectorcapital.com
in linkedin.com/in/pioneer-crest
B
Beacon frontier
Vector delta legacy
- CRD
- #48349
(947) 619-1306
pioneer.vector@fusioncapital.com
in linkedin.com/in/pathway-horizon
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,919,896,994 | $3,199,828 |
| Non-Discretionary | $1,493,581 | $1,493,581 |
| Total | $1,921,390,575 | $3,196,989 |
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Separately Managed Accounts
Total SMA Asset: $1,921,390,575
Equity - Exchange:
18.0% Corporate - Investment Grade:
18.8% Public Funds:
21.0% U.S. Government/Agency:
16.6% Cash:
6.3% Corporate - Non-Investment Grade:
9.6% Municipal Bonds:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,281,279,303 | 18.0% |
| Corporate - Investment Grade | $1,338,225,050 | 18.8% |
| Public Funds | $1,494,825,853 | 21.0% |
| U.S. Government/Agency | $1,181,624,246 | 16.6% |
| Cash | $448,447,756 | 6.3% |
| Corporate - Non-Investment Grade | $683,348,962 | 9.6% |
| Municipal Bonds | $690,467,179 | 9.7% |
| Total | $7,118,218,349 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE ATLAS | LEGACY VECTOR | 5IHKXHR2W | NSPTQ | 7.97% | $40,385,123 |
| ALPHA VERTEX | MATRIX SUMMIT | MTEH9NZXY | SFYLS | 3.71% | $33,052,061 |
| INSIGHT GLACIER FOUNDATION | VALUE VERTEX | FG6MF96BF | EWR | 10.46% | $62,537,766 |
| NORTH HORIZON RIDGE | FRONTIER LEGACY | A55WOIYST | RZGV | 10.22% | $105,028,318 |
| OAK GLACIER | HORIZON UNISON | DSMDHQD2W | KEN | 11.33% | $22,354,875 |
| FUSION DELTA | ELEMENT ELEMENT | FUA811PQ2 | PYYBS | 1.25% | $18,674,633 |
| FOUNDATION FOUNDATION | PRIME PRIME | L4WPUPPM6 | DFXMT | 5.86% | $10,283,252 |
| VITAL VALUE GLACIER | OAK VITAL | 31IUF700A | UWKK | 9.35% | $7,932,724 |