# Private Wealth Advisors

Private Wealth Advisors is a Bank / Wealth / Trust based in Fresno, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fresno, United States
- **Region:** North America
- **Address:** Fresno, CA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** pwa.net
- **LinkedIn:** https://www.linkedin.com/company/martinmazorra

## Regulatory record

- **CRD number:** 141971
- **SEC file number:** 801-68605
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141971

## About

Founded in 2007 in Fresno, California, Private Wealth Advisors operates as a registered investment advisor serving a client base concentrated in the Central Valley. The firm provides portfolio management and financial planning to individuals, trusts, and corporations, functioning as a local fiduciary rather than a national-scale aggregator. PWA's investment advisory services center on constructing and managing portfolios directly for clients, a posture that distinguishes it from commission-based broker-dealers common to regional wealth markets. While specific asset-class allocations and portfolio companies are not publicly disclosed, the firm's RIA structure typically implies a mix of equities, fixed income, and potentially alternative investments tailored to the needs of agricultural and business-owning families in the Central Valley. Geographic focus remains anchored in California's interior, with the firm's footprint reflecting the economic base of Fresno and surrounding counties. The firm maintains a lean operational profile, with no additional offices or publicly named investment principals documented. Private Wealth Advisors has not publicized recent fund launches, vehicle structures, or co-investment programs, operating instead as a quiet fiduciary for local wealth. What structurally differentiates PWA is its persistence as an independent RIA in a market increasingly dominated by consolidators and national wirehouses.

## Questions

### Is Private Wealth Advisors a broker-dealer or a fiduciary RIA?

Private Wealth Advisors is structured as a registered investment advisor, not a broker-dealer. That means the firm operates under a fiduciary standard, legally obligated to put client interests first when constructing and managing portfolios. This differs from the suitability standard applied to many commission-based brokers in regional wealth markets.

### Who founded Private Wealth Advisors, and who runs the firm today?

The firm's founding team and current leadership are not publicly identified. Private Wealth Advisors maintains a deliberately low public profile, with no named principals surfacing through its website, regulatory filings indexed by the SEC, or professional networks. This opacity is common among independent RIAs operating below institutional scale in regional markets.

### Has PWA been acquired or merged since its 2007 founding?

No acquisition or merger activity involving Private Wealth Advisors has been reported in trade publications or regulatory filings. In a consolidating industry — particularly across California's Central Valley — remaining independent since 2007 is itself a meaningful structural signal about the firm's succession planning and business model resilience.

## Related profiles

- [Private Portfolio Partners](https://altss.com/profile/private-portfolio-partners-ppp)
- [Private Wealth Group](https://altss.com/profile/private-wealth-group)

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Last updated: 2026-08-11T02:43:31.692Z

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