Palo Alto Wealth Advisors, LLC
CRD 285326SEC# 801-112956Palo Alto, CA
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.
Palo Alto Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Thomas Blair Control | Partner And Chief Compliance Officer | 50-75% | 2018 |
| Ryan Kenneth Schmidt Control | Managing Member / Principal | 50-75% | 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
| Address | 715 Colorado Avenue, Suite a, Palo Alto, CA 94303 |
| Office hours | 8:30a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$770.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$770.4Mregulatory AUM
Discretionary $616MNon-discretionary $154.4M