William Franklin Dagley
Investment adviser representative at Private Wealth Partners, LLC
21 yearsExperience
11 statesRegistered in
$1.9BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Private Wealth Partners, LLCApr 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, FL, IL, KS, MT, NV, NY, OH, TX, WA).
Private Wealth Partners, LLC
$1.9BAssets managed
258Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1446144
- Firm CRD
- 133802