Palo Alto Wealth Advisors is an investment advisor in Palo Alto with $472.66 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
813851925
SEC advisor number
801-112956
FINRA CRD number
285326
AUM ?
$592.87 mm
(as of 15 Mar 24)
Accounts
692
(as of 15 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23