Palo Alto Wealth Advisors, LLC

Palo Alto Wealth Advisors, LLC (CRD# 285326) is a financial advisory firm headquartered in Palo Alto, CA. They manage $592,872,610 in 692 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
715 Colorado Avenue, Suite A, Palo Alto, CA 94303
https://www.linkedin.com/company/palo-alto-wealth-advisors/
By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $856,752
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Palo Alto Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nathan Blair, financial advisor Palo Alto CA
Nathan T. Blair
CRD#: 3130445
715 Colorado Avenue, Suite A, Palo Alto, CA 94303

Nathan Blair (CRD# 3130445) is an Investment Advisor Representative working at Palo Alto Wealth Advisors, LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.

2
Ryan Schmidt, financial advisor Palo Alto CA
Ryan K. Schmidt
CRD#: 4024403
715 Colorado Avenue, Suite A, Palo Alto, CA 94303

Ryan Schmidt (CRD# 4024403) is an Investment Advisor Representative working at Palo Alto Wealth Advisors, LLC in Palo Alto, CA and has over 17 years of experience in the finance industry.

3
Simon Tryzna, financial advisor Palo Alto CA
Simon A. Tryzna
CRD#: 6279731
715 Colorado Avenue, Suite A, Palo Alto, CA 94303

Simon Tryzna (CRD# 6279731) is an Investment Advisor Representative working at Palo Alto Wealth Advisors, LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.

4
Kegan Johnson, financial advisor Palo Alto CA
Kegan M. Johnson
CRD#: 7508780
715 Colorado Avenue, Suite A, Palo Alto, CA 94303

Kegan Johnson (CRD# 7508780) is an Investment Advisor Representative working at Palo Alto Wealth Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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