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PALO ALTO WEALTH ADVISORS, LLC

PALO ALTO, CA · CRD 285326 · IAPD ↗ · (650) 656-9800

$770.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — PALO ALTO WEALTH ADVISORS, LLC (PALO ALTO, CA) left the SEC roster (was $770.4M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — PALO ALTO WEALTH ADVISORS, LLC reported RAUM up 30% ($592.9M -> $770.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PALO ALTO WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($472.7M -> $592.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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