PAUL & CO. WEALTH MANAGEMENT, INC.
Legal name: SLO MONEY MANAGERS
CRD #331617 SEC #801-130860 ATASCADERO, CA (805) 460-7232
SEC Registered
Total AUM
$131.6M
Discretionary
$131.6M
Employees
2
Clients
1
Accounts
529
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $131.6M | $131.6M | $0 | 2 | 0 |
| Jan 2025 | $131.6M | $131.6M | $0 | 2 | 0 |
| Jan 2025 | $131.6M | $131.6M | $0 | 2 | 0 |
| Oct 2024 | $132.4M | $132.4M | $0 | 1 | 0 |
| Sep 2024 | $0 | $0 | $0 | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0