# PAUL & CO. WEALTH MANAGEMENT, INC.

PAUL & CO. WEALTH MANAGEMENT, INC. of ATASCADERO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 331617
- Type: SEC-registered investment adviser
- SEC file number: 801-130860
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Paul Andrew Parotti | CEO/CCO | — |
| PAROTTI PAUL ANDREW | CEO/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331617/similar
- Related entities: https://search.stillhousedata.com/firm/331617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331617

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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.