# THE WEALTH MASTERY, LLC

THE WEALTH MASTERY, LLC of PALO ALTO, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 318682
- Type: SEC-registered investment adviser
- Location: 228 HAMILTON AVE, PALO ALTO, CA, 94301
- Phone: 650-613-0606
- Latest filing: 2026-03-16
- Regulatory AUM: $1.9M
- Discretionary AUM: $1.9M
- Clients: 1
- Accounts: 6

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318682/similar
- Related entities: https://search.stillhousedata.com/firm/318682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318682

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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.