# POLARIS WEALTH ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158718
- Type: SEC-registered investment adviser
- SEC file number: 801-72654
- Location: 824 E ST., SAN RAFAEL, CA, 94901
- Phone: 415-263-5600
- Latest filing: 2023-04-25
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 36
- Accounts: 4,317

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| CLIFT TIMOTHY JOHN | CHIEF INVESTMENT OFFICER | — |
| WIENER DANIEL PHILIP | MANAGER | — |
| LOWELL JAMES HALE | MANAGER | — |
| POWELL JEFFREY JOHN | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER, PRESIDENT AND CEO (+6 more) | — |
| WALSH NATHAN HATTON | CFO & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, COO, CFO AND CHIEF COMPLIANCE OFFICER | — |
| MOSS TODD ROBINSON | SOLE MEMBER; SOLE SHAREHOLDER | — |
| THOM CHRISTOPHER BRIAN | PRESIDENT | — |
| CRESCENZO ANGELA | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| GALLOWAY PETER P | CHIEF COMPLIANCE OFFICER | — |
| WITBECK JEREMY DEE | DIRECTOR; SENIOR VICE PRESIDENT | — |
| JURMAN CHELSEA | MANAGER | — |
| Hamilton Matthew Guy | MANAGER | — |
| Yadlapati Vamsi Krishna | MANAGER | — |
| JURMAN CHELSEA LYNN | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158718/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158718/similar
- Related entities: https://search.stillhousedata.com/firm/158718/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158718

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.