# PALO ALTO WEALTH ADVISORS, LLC

PALO ALTO WEALTH ADVISORS, LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285326
- Type: SEC-registered investment adviser
- SEC file number: 801-112956
- Location: 715 COLORADO AVENUE, SUITE A, PALO ALTO, CA, 94303
- Phone: (650) 656-9800
- Latest filing: 2025-03-13
- Regulatory AUM: $770.4M
- Discretionary AUM: $616.0M
- Non-discretionary AUM: $154.4M
- Clients: 6
- Accounts: 758

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Kenneth Schmidt | MANAGING MEMBER / PRINCIPAL | — |
| Nathan Thomas Blair | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| BLAIR JAMES THOMAS | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| SCHMIDT RYAN KENNETH | MANAGING MEMBER / PRINCIPAL; MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285326/similar
- Related entities: https://search.stillhousedata.com/firm/285326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285326

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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.