Private Wealth Partners, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 258
- Avg AUM / client
- $7.4M
- Accounts
- 601
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 169 positions, $1,298,189,820)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $108,738,234 | 428,458 | 8.38% | 5.66% |
| 2 | Nvidia Corporation | COM | $101,209,216 | 580,328 | 7.8% | 5.27% |
| 3 | Alphabet Inc | CAP STK CL A | $86,504,894 | 300,824 | 6.66% | 4.5% |
| 4 | Microsoft Corp | COM | $74,568,254 | 201,443 | 5.74% | 3.88% |
| 5 | Amazon Com Inc | COM | $57,593,111 | 276,531 | 4.44% | 3.0% |
| 6 | Berkshire Hathaway Inc Del | CL B NEW | $48,413,097 | 101,029 | 3.73% | 2.52% |
| 7 | Jpmorgan Chase & Co | COM | $44,376,546 | 150,859 | 3.42% | 2.31% |
| 8 | Visa Inc | COM CL A | $41,819,742 | 138,366 | 3.22% | 2.18% |
| 9 | Merck & Co Inc | COM | $37,210,226 | 309,338 | 2.87% | 1.94% |
| 10 | Alphabet Inc | CAP STK CL C | $33,814,483 | 117,878 | 2.6% | 1.76% |
| 11 | Chevron Corporation | COM | $33,755,692 | 163,150 | 2.6% | 1.76% |
| 12 | Goldman Sachs Group Inc | COM | $31,399,329 | 37,115 | 2.42% | 1.63% |
| 13 | Thermo Fisher Scientific Inc | COM | $31,106,574 | 63,285 | 2.4% | 1.62% |
| 14 | Abbvie Inc | COM | $31,082,682 | 142,915 | 2.39% | 1.62% |
| 15 | Honeywell Intl Inc | COM | $30,897,575 | 136,697 | 2.38% | 1.61% |
| 16 | Costco Wholesale Corporation | COM | $30,802,110 | 30,912 | 2.37% | 1.6% |
| 17 | Mckesson Corp | COM | $26,218,677 | 30,298 | 2.02% | 1.36% |
| 18 | Advanced Micro Devices Inc | COM | $22,538,213 | 110,791 | 1.74% | 1.17% |
| 19 | Schwab Charles Corp | COM | $19,195,227 | 204,248 | 1.48% | 1.0% |
| 20 | Johnson & Johnson | COM | $18,712,040 | 76,551 | 1.44% | 0.97% |
| 21 | Solstice Advanced Matls Inc | COM SHS | $18,104,679 | 237,719 | 1.39% | 0.94% |
| 22 | Danaher Corp Del | COM | $17,794,169 | 93,851 | 1.37% | 0.93% |
| 23 | Pfizer Inc | COM | $16,984,974 | 604,878 | 1.31% | 0.88% |
| 24 | Invesco Qqq Tr | UNIT SER 1 | $16,115,488 | 27,921 | 1.24% | 0.84% |
| 25 | Qualcomm Inc | COM | $15,033,215 | 116,736 | 1.16% | 0.78% |
Top 25 of 169 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $31.3M | 1.63% |
| High net worth individuals | 187 | $1.8B | 93.6% |
| Banking or thrift institutions | Fewer than 5 clients | $51.2M | 2.67% |
| Pension and profit sharing plans | Fewer than 5 clients | $16.2M | 0.85% |
| Charitable organizations | 5 | $22.0M | 1.14% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Franklin Dagley | President | Feb 2005 (22y) | 75% or more | |
| Siebel, Kenneth, Fredrick | Board Member, Co Chairman | Jan 2016 (11y) | Less than 5% | |
| Frank Christopher Greene | Director Of Research & Sr. Portfolio Manager | CFA | Dec 2019 (7y) | 5% – 10% |
| Michael Bennett Yongue | Chief Compliance Officer/Chief Operating Officer | CFA | Jun 2022 (4y) | Less than 5% |
| Hubert Saint James Lenczowski | Registered representative | Dec 2024 (2y) | ||
| Richard George Kuchen | Registered representative | Mar 2026 (0y) | ||
| Jason Martin Saxon | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (76% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗