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RK

Richard G. Kuchen

PRIVATE WEALTH PARTNERS
Mill Valley, CA 94941
Some features on this profile are disabled
CRD#: 1421355
RK

Professional summary

Richard George Kuchen JR, who also goes by Richard George Kuchen, Richard George Kucken, is a registered financial advisor currently at PRIVATE WEALTH PARTNERS, LLC located in Mill Valley, California.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Richard has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Richard George Kuchen | Richard George Kucken

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard George Kuchen JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 3, 2026 - Present

PRIVATE WEALTH PARTNERS, LLC

Office #1: 591 Redwood Highway Suite 3210, Mill Valley, CA 94941
RIA
CRD#: 133802
Mill Valley, CA
Past

January 5, 2011 - December 2, 2015

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
SAN FRANCISCO, CA
Past

January 5, 2011 - December 2, 2015

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
SAN FRANCISCO, CA
Past

January 2, 2003 - December 21, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN FRANCISCO, CA
Past

January 24, 2002 - December 21, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

June 29, 1990 - December 31, 1990

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Past

May 13, 1988 - January 9, 1990

RESOURCE BROKERAGE CORP.

BD
CRD#: 19073
Past

October 23, 1985 - December 22, 1986

JRL CAPITAL CORPORATION

BD
CRD#: 10225

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRIVATE WEALTH PARTNERS, LLC
BLUE WATER LIFE SCIENCE ADVISORS, LLC ("RELYING ADVISER") | PRIVATE WEALTH PARTNERS, LLC | PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 133802 / SEC#: 801-63808

RIA
Registered Investment Advisory firm - (1/31/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2002
General Securities Representative Examination

Current Firm

PW
PRIVATE WEALTH PARTNERS, LLC
BLUE WATER LIFE SCIENCE ADVISORS, LLC ("RELYING ADVISER") | PRIVATE WEALTH PARTNERS, LLC | PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 133802 / SEC#: 801-63808

RIA
Registered Investment Advisory firm - (1/31/2005 Approved)
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Contact information

Main Address
591 Redwood Highway Suite 3210, Mill Valley, CA 94941
Mailing Address
Phone number
(415) 461-3850
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE WEALTH PARTNERS, LLC BROCHURE 3/31/2025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts609
AUM (Assets Under Management)$ 1,982,996,998

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/20/2025
Cover Page
Report
11/25/2024
Cover Page
Report
01/26/2024
Cover Page
Report
02/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRIVATE WEALTH PARTNERS, LLC

CRD#: 133802Mill Valley, CA 94941

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