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Palo Alto Wealth Advisors, LLC

CRD 285326SEC# 801-112956Palo Alto, CA
Export (members)
No longer SEC-registered. Palo Alto Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$770.4M
Employees
6
Accounts
758
Location
Palo Alto, CA

Palo Alto Wealth Advisors, LLC assets under management

Palo Alto Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Palo Alto, CA. It reports $770.4 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Palo Alto Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Nathan Thomas Blair ControlPartner And Chief Compliance Officer50-75%2018
Ryan Kenneth Schmidt ControlManaging Member / Principal50-75%2016

Frequently asked questions

How much does Palo Alto Wealth Advisors, LLC manage?

Palo Alto Wealth Advisors, LLC reports $770.4 million in regulatory assets under management on its Form ADV.

How many employees does Palo Alto Wealth Advisors, LLC have?

Palo Alto Wealth Advisors, LLC reports 6 employees.

Where is Palo Alto Wealth Advisors, LLC located?

Palo Alto Wealth Advisors, LLC is based in Palo Alto, CA.

Does Palo Alto Wealth Advisors, LLC disclose fund performance?

Palo Alto Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address715 Colorado Avenue, Suite a, Palo Alto, CA 94303
Office hours8:30a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$616M
Non-discretionary$154.4M
Total (RAUM)$770.4M