PAUL & CO. WEALTH MANAGEMENT, INC.

PAUL & CO. WEALTH MANAGEMENT, INC. of ATASCADERO, CA is an SEC-registered investment adviser (CRD 331617). Regulatory assets under management: $164.7M.

Registration

• CRD: 331617
• SEC file number: 801-130860
• Type: Registered investment adviser
• Location: 4555 EL CAMINO REAL, SUITE I, ATASCADERO, CA, 93422
• Phone: (805) 460-7232
• Latest filing: 2026-01-23
• Regulatory AUM: $164.7M
• Discretionary AUM: $164.7M
• Clients: 2
• Accounts: 538

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331617 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search