PPrivate Fund Data Log in Join · $37/mo

Paul & Co. Wealth Management, Inc.

● SEC registered since 2024CRD 331617SEC# 801-130860Atascadero, CA
Export (members)
Reg. AUM
$131.6M
Employees
2
Accounts
529
Location
Atascadero, CA

Paul & Co. Wealth Management, Inc. assets under management

Paul & Co. Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Atascadero, CA. The firm has been registered since 2024. It reports $131.6 million in regulatory assets under management and employs 2 people.
www.slomoneymanagers.comView on SEC.gov ↗

Paul & Co. Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Andrew Parotti ControlCeo/CcoOver 75%2015

Frequently asked questions

How much does Paul & Co. Wealth Management, Inc. manage?

Paul & Co. Wealth Management, Inc. reports $131.6 million in regulatory assets under management on its Form ADV.

How many employees does Paul & Co. Wealth Management, Inc. have?

Paul & Co. Wealth Management, Inc. reports 2 employees.

Where is Paul & Co. Wealth Management, Inc. located?

Paul & Co. Wealth Management, Inc. is based in Atascadero, CA and has been SEC-registered since 2024.

Does Paul & Co. Wealth Management, Inc. disclose fund performance?

Paul & Co. Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4555 el Camino Real, Suite I, Atascadero, CA 93422
Phone(805) 460-7232
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.6M
Non-discretionary$0
Total (RAUM)$131.6M