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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS, LLC, CRD 141971

FRESNO, 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:8664074a-9b83-c85e-b19b-a666a281850d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 14, 2012 to Mar 20, 2026
40 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=0.97 fund_share=0.01 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $451MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $451M
Private client RAUM: $438MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $226Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,102
Individual clients: 801
High net worth clients: 89
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $451M
SEC number: 801-68605
CRD: 141971
Filings on the tape: 40
First filed: Mar 14, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, CA
Website: pwa.net

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
MARTIN LEE MAZORRA	Certified Financial Planner\|Chartered Financial Consultant	Cambria, CA \| FRESNO, CA \| Clovis,, CA	14	33	2	no
NICHOLAS ANTHONY MAZORRA	Certified Financial Planner	FRESNO, CA \| Pismo, CA \| Nipomo, CA	0	18	1	no

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
Lillibridge, Daniel, Joseph	CHIEF COMPLIANCE OFFICER/OPERATIONS OFFICER	Na	yes	08/2020	Sep 2, 2020	Aug 23, 2024
MAZORRA, MARTIN, LEE	MANAGING MEMBER	E	yes	09/2006	Mar 14, 2012	Aug 23, 2024
MAZORRA, NICHOLAS, ANTHONY	CHIEF INVESTMENT OFFICER	Na	no	01/2022	Mar 4, 2022	Aug 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PISMO BEACH	CA	United States	1	no
n/a	n/a	n/a	1	no

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 20, 2026	$451M	$451M	6	2	5	1	n/a
2024	Mar 12, 2025	$369M	$369M	6	2	5	n/a	n/a
2023	Mar 28, 2024	$353M	$353M	6	2	5	n/a	n/a
2022	Mar 2, 2023	$349M	$349M	6	2	1	n/a	n/a
2021	Mar 4, 2022	$353M	$353M	7	3	0	n/a	n/a
2020	Mar 29, 2021	$346M	$346M	8	3	0	n/a	n/a
2019	Mar 24, 2020	$329M	$321M	7	3	0	n/a	n/a
2018	Mar 29, 2019	$248M	$238M	7	3	0	n/a	n/a
2017	Mar 29, 2018	$261M	$240M	7	2	0	n/a	n/a
2016	Mar 7, 2017	$204M	$184M	7	2	n/a	n/a	n/a
2015	Mar 14, 2016	$190M	$163M	8	2	n/a	n/a	n/a
2014	Mar 10, 2015	$176M	$0	8	2	n/a	n/a	n/a
2013	Jan 30, 2014	$164M	$0	8	2	n/a	n/a	n/a
2012	Feb 19, 2013	$129M	$0	8	2	n/a	n/a	n/a
2011	Mar 14, 2012	$116M	$0	n/a	n/a	n/a	n/a	n/a

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
0	0	0	0.0%	0	0	0	0	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	$451M	$369M	22.3%	$349M	8.9%	6	6	5	5

Relationships

Registered with (5)

← NICHOLAS ANTHONY MAZORRAAdvisorregistration: previous registration
Jun 5, 2017 to Dec 31, 2025factForm ADV
← MARTIN LEE MAZORRAAdvisorregistration: current employment
Sep 4, 2012 to presentfactForm ADV
← VANCE JOSEPH TALBOTAdvisorregistration: previous registration
Nov 9, 2020 to Jan 10, 2022factForm ADV
← CHRISTOPHER MICHAEL MURRAYAdvisorregistration: previous registration
Jan 11, 2007 to Nov 24, 2021factForm ADV
← T. MATT NICHOLSAdvisorregistration: previous registration
Jan 11, 2007 to Sep 28, 2011factForm ADV

Controls (2)

← MAZORRA, MARTIN, LEEOwnerMANAGING MEMBER, ownership code E, individual
Mar 14, 2012 to Aug 23, 2024factForm ADV
← Lillibridge, Daniel, JosephOwnerCHIEF COMPLIANCE OFFICER/OPERATIONS OFFICER, ownership code NA, individual
Sep 2, 2020 to Aug 23, 2024factForm ADV

Owns (1)

← MAZORRA, NICHOLAS, ANTHONYOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 4, 2022 to Aug 23, 2024factForm ADV

Dated events

Occurred
Jan 20, 2022
Control person left
Michael Chris Murray (Managing Member) no longer on Schedule A of Private Wealth Advisors (listed 2021-08-17, absent 2022-01-20)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Vance Joseph Talbot left Private Wealth Advisors for Sierra Pacific Wealth Advisory Group Inc. (registered 2021-05-12)
Form ADVobserved 4 days ago
Occurred
Sep 2, 2020
Control person left
Ann Jeannette Raypholtz (Chief Compliance Officer) no longer on Schedule A of Private Wealth Advisors (listed 2020-07-02, absent 2020-09-02)
Form ADVobserved 4 days ago
Occurred
Sep 2, 2020
Control person joined
Joseph Daniel Lillibridge (Chief Compliance Officer/Operations Manager) appeared on Schedule A of Private Wealth Advisors
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8664074a-9b83-c85e-b19b-a666a281850d
First observed: Mar 14, 2012
Last observed: Mar 20, 2026 6 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 ADVISORS

PRIVATE WEALTH ADVISORS, LLC, CRD 141971

FRESNO, 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:8664074a-9b83-c85e-b19b-a666a281850d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARTIN LEE MAZORRA

Certified Financial Planner|Chartered Financial Consultant

Cambria, CA | FRESNO, CA | Clovis,, CA

NICHOLAS ANTHONY MAZORRA

Certified Financial Planner

FRESNO, CA | Pismo, CA | Nipomo, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Lillibridge, Daniel, Joseph

CHIEF COMPLIANCE OFFICER/OPERATIONS OFFICER

yes

08/2020

Sep 2, 2020

Aug 23, 2024

MAZORRA, MARTIN, LEE

MANAGING MEMBER

yes

09/2006

Mar 14, 2012

Aug 23, 2024

MAZORRA, NICHOLAS, ANTHONY

CHIEF INVESTMENT OFFICER

01/2022

Mar 4, 2022

Aug 23, 2024

City

State

Country

Employees

Also broker-dealer

PISMO BEACH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$451M

n/a

2024

Mar 12, 2025

$369M

n/a

2023

Mar 28, 2024

$353M

n/a

2022

Mar 2, 2023

$349M

n/a

2021

Mar 4, 2022

$353M

n/a

2020

Mar 29, 2021

$346M

n/a

2019

Mar 24, 2020

$329M

$321M

n/a

2018

Mar 29, 2019

$248M

$238M

n/a

2017

Mar 29, 2018

$261M

$240M

n/a

2016

Mar 7, 2017

$204M

$184M

n/a

2015

Mar 14, 2016

$190M

$163M

n/a

2014

Mar 10, 2015

$176M

n/a

2013

Jan 30, 2014

$164M

n/a

2012

Feb 19, 2013

$129M

n/a

2011

Mar 14, 2012

$116M

n/a

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

$451M

$369M

22.3%

$349M

8.9%