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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 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 |
|---|---|---|---|---|
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
| PAROTTI, PAUL, ANDREW | I | CEO/CCO | E | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (3)
CA LA TX
Address
4555 EL CAMINO REALSUITE I
ATASCADERO, CA 93422
United States
Phone: (805) 460-7232