Michael Bennett Yongue
Investment adviser representative at Private Wealth Partners, LLC
13 yearsExperience
4 statesRegistered in
CFADesignation
$1.9BFirm assets
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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
13 years in the industry.
- Private Wealth Partners, LLCJun 2022 to now
- Bank of MarinMay 2013 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, TX).
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
- 7603248
- Firm CRD
- 133802