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| Palo Alto Wealth Advisors LLC
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|---|---|
| CRD # | 285326 |
| SEC # | 801-112956 |
| CIK # | 0001964382 |
| AUM | $472.7 MM (2023-03-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 650-656-9800 |
| Address | 715 Colorado Avenue Palo Alto, CA 94303 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 10.2 | |
| MSFT | 1,918,222.4 | 8.2 | |
| GOOG | 1,482,566.4 | 7.5 | |
| AAPL | 2,382,844.0 | 3.5 | |
| PLTR | 19,053.8 | 2.5 | |
| PINS | 13,070.7 | 1.3 | |
| AMZN | 1,092,997.8 | 0.9 | |
| U | 12,035.9 | 0.7 | |
| OKTA | 14,610.4 | 0.7 | |
| TSLA | 723,390.3 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 122 | 472.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 472.7 |
| By Discretionary | ||
| Discretionary | 581 | 393.5 |
| Non-Discretionary | 86 | 79.1 |
| Total | 667 | 472.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.7 | |
| Total | 667 | 472.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964382] |
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