RIA Intel›Advisers›Idaho›PRIVATE WEALTH ADVISORS INC.

PRIVATE WEALTH ADVISORS INC.

Advisory

BOISE, ID

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$168K

across 76 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$6M

Non-Discretionary AUM$7M

Discretionary %48.4%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

TETON CREST LLC

IDAHO FALLS, ID

$13M

TREK LINE WEALTH, LLC

$13M

CORE ASSET MANAGEMENT, LLC

$13M

ENCORE 401K, LLC

DRIGGS, ID

$13M

LAYLINE FINANCIAL LLC

$10M

MORRIS, ROBERT EUGENE

$10M

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