PALO ALTO WEALTH ADVISORS, LLC
CRD #285326 SEC #801-112956 PALO ALTO, CA (650) 656-9800
SEC Registered
Total AUM
$770.4M
Discretionary
$616M
Employees
6
Clients
10
Accounts
758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $770.4M | $616M | $154.4M | 6 | 0 |
| Mar 2024 | $592.9M | $480.8M | $112.1M | 5 | 6 |
| Apr 2023 | $472.7M | $393.5M | $79.1M | 5 | 3 |
| Mar 2023 | $472.7M | $393.5M | $79.1M | 5 | 3 |
| Mar 2022 | $581.6M | $421M | $160.6M | 5 | 1 |
| Mar 2021 | $353M | $261.2M | $91.8M | 4 | 0 |
| Jul 2020 | $262.7M | $195.1M | $67.5M | 4 | 0 |
| Jun 2020 | $262.7M | $195.1M | $67.5M | 4 | 0 |
| Mar 2020 | $262.7M | $195.1M | $67.5M | 4 | 0 |
| Mar 2019 | $172.1M | $133M | $39.1M | 4 | 0 |
| Jul 2018 | $116.2M | $111.3M | $4.9M | 3 | 0 |
| Mar 2018 | $116.2M | $111.3M | $4.9M | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$770.4M
Discretionary$616M
Non-Disc.$154.4M
Employees6
Clients0
DateMar 2024
Total AUM$592.9M
Discretionary$480.8M
Non-Disc.$112.1M
Employees5
Clients6
DateApr 2023
Total AUM$472.7M
Discretionary$393.5M
Non-Disc.$79.1M
Employees5
Clients3
DateMar 2023
Total AUM$472.7M
Discretionary$393.5M
Non-Disc.$79.1M
Employees5
Clients3
DateMar 2022
Total AUM$581.6M
Discretionary$421M
Non-Disc.$160.6M
Employees5
Clients1
DateMar 2021
Total AUM$353M
Discretionary$261.2M
Non-Disc.$91.8M
Employees4
Clients0
DateJul 2020
Total AUM$262.7M
Discretionary$195.1M
Non-Disc.$67.5M
Employees4
Clients0
DateJun 2020
Total AUM$262.7M
Discretionary$195.1M
Non-Disc.$67.5M
Employees4
Clients0
DateMar 2020
Total AUM$262.7M
Discretionary$195.1M
Non-Disc.$67.5M
Employees4
Clients0
DateMar 2019
Total AUM$172.1M
Discretionary$133M
Non-Disc.$39.1M
Employees4
Clients0
DateJul 2018
Total AUM$116.2M
Discretionary$111.3M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2018
Total AUM$116.2M
Discretionary$111.3M
Non-Disc.$4.9M
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0