SourcingSourcing

PRIVATE WEALTH PARTNERS, LLC

C40
CRD 133802·SEC 801-63808·MILL VALLEY, CA
AUM
$1.92B
$1B+
Est. Revenue
$19.2M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIVATE WEALTH PARTNERS, LLC
CRD
133802
SEC file #
801-63808
EIN
202154638
DBA names
—

Economics

AUM
$1.92B
AUM band
$1B+
AUM trajectory
'20'26
$876.8M → $1.92B▲ +119%
Client mix
Individuals High Net Worth187
Individuals Other66
Charitable Organizations5

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
MILL VALLEY CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
pwpart.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAGLEY, WILLIAM, FRANKLIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
DAGLEY, WILLIAM, FRANKLIN
GREENE, FRANK, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PWPART.COM
Rdap Domain Creation Date
2005-01-07T17:43:16Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,370
Form 5500 Compensation Trajectory 3y
202515,370
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,370
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001335851
Edgar Registered
Yes
Edgar Filing Count
90
Edgar First Filing Date
2005-08-12
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
88
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001335851-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
591 REDWOOD HIGHWAYSUITE 3210MILL VALLEY, CA 94941
Business
591 REDWOOD HIGHWAYSUITE 3210MILL VALLEY, CA 94941
Edgar EIN
202154638
Edgar Recent Filings
13F-HR2026-04-28 · 0001335851-26-000002
13F-HR2026-01-27 · 0001335851-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-07T17:43:16Z
Rdap Domain Last Changed
2023-01-03T17:49:45Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1446144
Trust Company Affiliate
No

People (7)

7
DAGLEY, WILLIAM, FRANKLIN
IAR · Direct Owner · 62.5%
1446144
GREENE, FRANK, CHRISTOPHER
IAR · Direct Owner · 17.5%
2447213
YONGUE, MICHAEL, BENNETT
IAR · Direct Owner · 7.5%
7603248
SMITH, KATRINA, ANN
Direct Owner · 7.5%
6610510
KENNETH FREDRICK SIEBEL
Executive Officer · 2.5%
423321
Hubert Saint James Lenczowski
IAR
8017865
RICHARD GEORGE KUCHEN
IAR
1421355