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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHMIDT, RYAN, KENNETH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, RYAN, KENNETH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, RYAN, KENNETH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, RYAN, KENNETH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, RYAN, KENNETH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BLAIR, NATHAN, THOMAS | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| SCHMIDT, RYAN, KENNETH | I | MANAGING MEMBER / PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
715 COLORADO AVENUESUITE A
PALO ALTO, CA 94303
United States
Phone: (650) 656-9800