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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PRIVATE WEALTH PARTNERS, LLC

CRD 133802

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:437f83ab-3dce-7c4f-d5b5-7decc1da7707

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $320Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 601
Individual clients: 66
High net worth clients: 187
Custody, client assets: $489M
SEC number: 801-63808
CIK: 1335851
CRD: 133802
Filings on the tape: 32
First filed: Mar 30, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, CA
Website: pwpart.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM FRANKLIN DAGLEY	n/a	MILL VALLEY, CA	2	26	1	no
MICHAEL BENNETT YONGUE	Chartered Financial Analyst	MILL VALLEY, CA	2	13	n/a	no
FRANK CHRISTOPHER GREENE	Chartered Financial Analyst	MILL VALLEY, CA	2	12	n/a	no
Hubert Saint James Lenczowski	n/a	MILL VALLEY, CA	1	13	n/a	no
RICHARD GEORGE KUCHEN	n/a	MILL VALLEY, CA	0	24	2	no
JASON MARTIN SAXON	n/a	MILL VALLEY, CA	0	31	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PWP PARTNERSHIP FUND, LLC	Hedge Fund	$32.4M	Jun 12, 2012	60	Mar 30, 2012	dropped	021-96093

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAGLEY, WILLIAM, FRANKLIN	President	D	yes	02/2005	Mar 27, 2026	Mar 27, 2026
GREENE, FRANK, CHRISTOPHER	CHIEF INVESTMENT OFFICER & SR. PORTFOLIO MANAGER	B	yes	12/2019	Mar 27, 2026	Mar 27, 2026
SIEBEL, KENNETH, FREDRICK	BOARD MEMBER, CO- CHAIRMAN	Na	yes	01/2016	Mar 27, 2026	Mar 27, 2026
SMITH, KATRINA, ANN	DIRECTOR OF CLIENT SERVICES & OPERATIONS	A	yes	03/2024	Mar 27, 2026	Mar 27, 2026
YONGUE, MICHAEL, BENNETT	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	yes	06/2022	Mar 27, 2026	Mar 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.9B	$1.9B	9	6	0	n/a	n/a
2024	Mar 14, 2025	$2.0B	$2.0B	9	6	0	n/a	n/a
2023	Mar 27, 2024	$1.6B	$1.6B	11	6	0	n/a	n/a
2022	Mar 7, 2023	$1.3B	$1.3B	10	6	0	n/a	n/a
2021	Mar 17, 2022	$1.6B	$1.6B	10	6	0	n/a	n/a
2020	Mar 23, 2021	$1.3B	$1.3B	11	6	0	n/a	n/a
2019	Mar 31, 2020	$1.1B	$1.1B	13	6	0	n/a	n/a
2018	Mar 27, 2019	$877M	$875M	12	6	0	1	$30.9M
2017	Mar 28, 2018	$831M	$826M	10	6	1	1	$9.8M
2016	Mar 27, 2017	$718M	$716M	11	7	n/a	n/a	n/a
2015	Mar 3, 2016	$714M	$710M	10	7	n/a	n/a	n/a
2014	Mar 26, 2015	$744M	$740M	12	6	n/a	n/a	n/a
2013	Mar 14, 2014	$794M	$778M	12	5	n/a	n/a	n/a
2012	Mar 15, 2013	$696M	$682M	12	5	n/a	n/a	n/a
2011	Mar 30, 2012	$683M	$669M	n/a	n/a	n/a	1	$32.4M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$2.0B	-3.1%	$1.3B	12.9%	9	9	0	0

Relationships

Registered with (6)

← JASON MARTIN SAXONAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← RICHARD GEORGE KUCHENAdvisorregistration: current employment
Mar 3, 2026 to presentfactForm ADV
← Hubert Saint James LenczowskiAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← FRANK CHRISTOPHER GREENEAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← MICHAEL BENNETT YONGUEAdvisorregistration: current employment
Aug 2, 2024 to presentfactForm ADV
← WILLIAM FRANKLIN DAGLEYAdvisorregistration: previous registration
Jun 30, 2005 to Dec 31, 2011factForm ADV

Controls (4)

← DAGLEY, WILLIAM, FRANKLINOwnerPRESIDENT, ownership code E, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV
← GREENE, FRANK, CHRISTOPHEROwnerDIRECTOR OF RESEARCH & SR. PORTFOLIO MANAGER, ownership code A, individual
Mar 7, 2023 to Mar 27, 2024factForm ADV
← SIEBEL, KENNETH, FREDRICKOwnerBOARD MEMBER, CO-CHAIRMAN, ownership code NA, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV
← YONGUE, MICHAEL, BENNETTOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Aug 3, 2022 to Mar 27, 2024factForm ADV

Advises (1)

→ PWP PARTNERSHIP FUND, LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jun 12, 2012factForm ADV

Dated events

Occurred
Mar 7, 2023
Control person joined
Christopher Frank Greene (Director Of Research) appeared on Schedule A of Private Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Aug 3, 2022
Control person left
Peter David Wong (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of Private Wealth Partners, Llc (listed 2022-04-06, absent 2022-08-03)
Form ADVobserved 5 days ago
Occurred
Aug 3, 2022
Control person joined
Bennett Michael Yongue (Chief Compliance Officer/Chief Operating Officer) appeared on Schedule A of Private Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 17, 2022
Control person left
Klaus Peter Maier (Board Member, Co Chairman) no longer on Schedule A of Private Wealth Partners, Llc (listed 2021-03-23, absent 2022-03-17)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:437f83ab-3dce-7c4f-d5b5-7decc1da7707
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE WEALTH PARTNERS, LLC

CRD 133802

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:437f83ab-3dce-7c4f-d5b5-7decc1da7707

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM FRANKLIN DAGLEY

n/a

MILL VALLEY, CA

MICHAEL BENNETT YONGUE

Chartered Financial Analyst

MILL VALLEY, CA

n/a

FRANK CHRISTOPHER GREENE

Chartered Financial Analyst

MILL VALLEY, CA

n/a

Hubert Saint James Lenczowski

n/a

MILL VALLEY, CA

n/a

RICHARD GEORGE KUCHEN

n/a

MILL VALLEY, CA

JASON MARTIN SAXON

n/a

MILL VALLEY, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PWP PARTNERSHIP FUND, LLC

Hedge Fund

$32.4M

Jun 12, 2012

Mar 30, 2012

dropped

021-96093

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAGLEY, WILLIAM, FRANKLIN

President

yes

02/2005

Mar 27, 2026

GREENE, FRANK, CHRISTOPHER

CHIEF INVESTMENT OFFICER & SR. PORTFOLIO MANAGER

yes

12/2019

Mar 27, 2026

SIEBEL, KENNETH, FREDRICK

BOARD MEMBER, CO- CHAIRMAN

yes

01/2016

Mar 27, 2026

SMITH, KATRINA, ANN

DIRECTOR OF CLIENT SERVICES & OPERATIONS

yes

03/2024

Mar 27, 2026

YONGUE, MICHAEL, BENNETT

CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER

yes

06/2022

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.9B

n/a

2024

Mar 14, 2025

$2.0B

n/a

2023

Mar 27, 2024

$1.6B

n/a

2022

Mar 7, 2023

$1.3B

n/a

2021

Mar 17, 2022

$1.6B

n/a

2020

Mar 23, 2021

$1.3B

n/a

2019

Mar 31, 2020

$1.1B

n/a

2018

Mar 27, 2019

$877M

$875M

$30.9M

2017

Mar 28, 2018

$831M

$826M

$9.8M

2016

Mar 27, 2017

$718M

$716M

n/a

2015

Mar 3, 2016

$714M

$710M

n/a

2014

Mar 26, 2015

$744M

$740M

n/a

2013

Mar 14, 2014

$794M

$778M

n/a

2012

Mar 15, 2013

$696M

$682M

n/a

2011

Mar 30, 2012

$683M

$669M

n/a

$32.4M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$2.0B

-3.1%

$1.3B

12.9%