WEALTHPAVER of PLEASANTON, CA is an SEC-registered investment adviser (CRD 299615). Regulatory assets under management: $67K.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| PATEL AMITA K | CEO; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Iyer Hariharan | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON STEPHEN | CHIEF FINANCIAL OFFICER | — |
| Patel Neil Jayesh | MEMBER | — |