PALO ALTO WEALTH ADVISORS, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 285326). Regulatory assets under management: $770.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |