# WEALTHPAVER

WEALTHPAVER of PLEASANTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299615
- Type: SEC-registered investment adviser
- SEC file number: 801-114452
- Location: 4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA, 94588
- Phone: 925-922-3499
- Latest filing: 2026-03-31
- Regulatory AUM: $67K
- Discretionary AUM: $67K
- Clients: 2
- Accounts: 24

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299615/similar
- Related entities: https://search.stillhousedata.com/firm/299615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299615

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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.