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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 27, 2026, reported AUM decreased 3.1%, from $2.0B to $1.9B.
Across 5 reported observations, AUM increased 20.8% between August 3, 2022 and March 27, 2026, from $1.6B to $1.9B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 6 advisory representatives and 258 clients, or 43 clients per representative. That equates to $7.4M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM FRANKLIN DAGLEY
President
- CRD
- #1446144
- Ownership
- 50% but less than 75%
FRANK CHRISTOPHER GREENE
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #2447213
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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RICHARD GEORGE KUCHEN JR
Senior Vice President
- CRD
- #1421355
Hubert Saint James Lenczowski
Portfolio Manager & Research Analyst
- CRD
- #8017865
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Private Wealth Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Private Wealth Partners, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.