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PAULO FINANCIAL ADVISORS, LLC

· CRD 131943 · IAPD ↗ · (718) 370-3464

$57.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — PAULO FINANCIAL ADVISORS, LLC now reports custody of client assets ($5.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.