Palm Springs Advisory LLC
● SEC registered since 2017CRD 289398SEC# 801-112007
Reg. AUM
$35.5M
Employees
2
Accounts
25
Location
—
Palm Springs Advisory LLC assets under management
Palm Springs Advisory LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $35.5 million in regulatory assets under management and employs 2 people.
Palm Springs Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lei Zhang Control | Ceo | 25-50% | 2019 |
| Yuanyuan Wang Control | Coo | 50-75% | 2025 |
Frequently asked questions
How much does Palm Springs Advisory LLC manage?
Palm Springs Advisory LLC reports $35.5 million in regulatory assets under management on its Form ADV.
How many employees does Palm Springs Advisory LLC have?
Palm Springs Advisory LLC reports 2 employees.
Does Palm Springs Advisory LLC disclose fund performance?
Palm Springs Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 2563677834 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$35.5M▲ 1662%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$35.5Mregulatory AUM
Discretionary $5.4MNon-discretionary $30.1M