PARK PLACE WEALTH ADVISORS, INC

PARK PLACE WEALTH ADVISORS, INC of ORINDA, CA is an SEC-registered investment adviser (CRD 142745). Regulatory assets under management: $87.1M.

Registration

• CRD: 142745
• Type: Registered investment adviser
• Location: 18 ORINDA WAY, ORINDA, CA, 94563
• Phone: 925-254-7766
• Latest filing: 2026-02-25
• Regulatory AUM: $87.1M
• Non-discretionary AUM: $87.1M
• Clients: 6
• Accounts: 194

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142745 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search