PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC
PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 323081). Regulatory assets under management: $55.5M.
Registration
- CRD: 323081
- SEC file number: 801-126526
- Type: Registered investment adviser
- Location: 977 SNYDER LANE, WALNUT CREEK, CA, 94598
- Phone: 925-216-4624
- Latest filing: 2026-01-20
- Regulatory AUM: $55.5M
- Discretionary AUM: $13.3M
- Non-discretionary AUM: $42.2M
- Clients: 1
- Accounts: 27
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| PAGE MASON MICHAEL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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