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Paul Andrew Parotti

PAUL & CO. WEALTH MANAGEMENT, INC.·ATASCADERO, California
SIE, Series 7, Series 66Clean record18 years registeredPAUL & CO. WEALTH MANAGEMENT, INC.
4555 EL CAMINO REAL, ATASCADERO, CA 93422CRD# 5484427Firm CRD# 331617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Andrew Parotti · ATASCADERO, CA
Registration
CRD #5484427 · PAUL & CO. WEALTH MANAGEMENT, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

SLO MONEY MANAGERS
Aug 2024 – present
MONEY MANAGERS, INC.
Apr 2015 – Oct 2024
ATASCADERO, CA
GARCIA WEALTH MANAGEMENT GROUP, INC.
Mar 2012 – May 2015
TEMPLETON, CA
LPL FINANCIAL LLC
Feb 2008 – Mar 2013
TEMPLETON, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 26, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAUL & CO. WEALTH MANAGEMENT, INC.
CRD 331617 · SEC 801-130860
AUM
$132M
Regulatory assets under management
Employees
1
503 client accounts
Services offered by PAUL & CO. WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PAUL & CO. WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Paul Andrew Parotti offer?
Paul Andrew Parotti specializes in Financial Planning, Investment Management. Contact their office in ATASCADERO, California for a consultation.
What are Paul Andrew Parotti's credentials?
Paul Andrew Parotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Andrew Parotti located?
Paul Andrew Parotti is based in ATASCADERO, California, working with PAUL & CO. WEALTH MANAGEMENT, INC.. Their office serves clients in the ATASCADERO metropolitan area and surrounding communities.
How does Paul Andrew Parotti charge for services?
Paul Andrew Parotti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAUL & CO. WEALTH MANAGEMENT, INC.?
PAUL & CO. WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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