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Michael B. Yongue
PRIVATE WEALTH PARTNERS
Mill Valley, CA 94941
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CRD#: 7603248
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Professional summary
Michael Bennett Yongue is a registered financial advisor currently at PRIVATE WEALTH PARTNERS, LLC located in Mill Valley, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bennett Yongue's 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®
NoneExperience
Current
August 2, 2024 - Present
PRIVATE WEALTH PARTNERS, LLC
Office #1: 591 Redwood Highway Suite 3210, Mill Valley, CA 94941RIA
CRD#: 133802
Mill Valley, CA
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
Arizona(9/9/2024)
IAR
California(8/2/2024)
IAR
Florida(9/9/2024)
IAR
Idaho(8/2/2024)
IAR
Illinois(8/2/2024)
IAR
Kansas(8/2/2024)
IAR
Montana(8/2/2024)
IAR
Nevada(8/2/2024)
IAR
New York(8/2/2024)
IAR
Ohio(8/2/2024)
IAR
Texas(8/2/2024)
IAR
Washington(8/2/2024)
Exams
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 1,982,996,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 11/25/2024 | ||
| 01/26/2024 | ||
| 02/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PRIVATE WEALTH PARTNERS, LLC
CRD#: 133802Mill Valley, CA 94941TRUST BUT VERIFY
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