Palo Alto Wealth Advisors, Llc, CA — Investment Adviser | BuildTrust

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PALO ALTO WEALTH ADVISORS, LLC

Investment AdvicePALO ALTO, CA

Assets Under Management

$770.4M

Total AUM

Donut chart: Discretionary 616.0M, Non-Discretionary 154.4M
Category	Value
Discretionary	616.0M
Non-Discretionary	154.4M

Adviser Information

Field	Value
CRD Number	285326
SEC Number	801-112956
Street Address	715 COLORADO AVENUE
Street Address 2	SUITE A
Location	PALO ALTO, CA 94303
Country	United States
Phone	(650) 656-9800
Total Employees	6

Client Count by Type (140 Total)

Horizontal bar chart: High Net Worth Individual… 140
Category	Value
High Net Worth Individual…	140