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PRIVATE WEALTH PARTNERS LLC

EIN 20-2154638-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
14
591 REDWOOD HWY FRONTAGE RD, STE 3210 - MILL VALLEY, CA 94941415-464-2101pwpart.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 14 part

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Retirement#001

PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$2.7M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST401k$2.7M142025
Retirement plans
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