PALO ALTO WEALTH ADVISORS, LLC

715 Colorado Avenue
Suite A
Palo Alto, California 94303
Tel: (650) 656-9800

About PALO ALTO WEALTH ADVISORS, LLC

PALO ALTO WEALTH ADVISORS, LLC, formally registered with the SEC as PALO ALTO WEALTH ADVISORS, LLC. The firm was established in 04/25/2018. They have over 1 offices throughout the country.

PALO ALTO WEALTH ADVISORS, LLC is a Palo Alto, California based Financial Planning firm with nearly $592,872,610 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285326
SEC#	801-112956
Assets Managed by Firm	$592,872,610
No. of Clients	692
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	692	$592,872,610
High net worth individuals	123	$592,872,610

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