THE WEALTH MASTERY, LLC

THE WEALTH MASTERY, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 318682). Regulatory assets under management: $1.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 318682
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318682 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search