Paul & Co. Wealth Management, Inc.
● SEC registered since 2024CRD 331617SEC# 801-130860Atascadero, CA
Reg. AUM
$164.7M
Employees
2
Accounts
538
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 $164.7 million in regulatory assets under management and employs 2 people.
Paul & Co. Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Andrew Parotti Control | Ceo/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Paul & Co. Wealth Management, Inc. manage?
Paul & Co. Wealth Management, Inc. reports $164.7 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
| Address | 4555 el Camino Real, Suite I, Atascadero, CA 93422 |
| Phone | (805) 460-7232 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.7M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$164.7Mregulatory AUM
Discretionary $164.7M