AdvisorOS Directory
Claim Profile
Unclaimed Profile
PP

Paul Andrew Parotti

PAUL & CO. WEALTH MANAGEMENT, INC.·ATASCADERO, California
Clean recordPAUL & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Andrew Parotti is a registered financial advisor based in ATASCADERO, California, affiliated with PAUL & CO. WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PAUL & CO. WEALTH MANAGEMENT, INC.
SLO MONEY MANAGERS
AUM
$132M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PAUL & CO. WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5484427
Firm CRD# 331617
View on FINRA BrokerCheck →

Looking for a financial advisor in ATASCADERO?

Browse all registered financial advisors in ATASCADERO, California or claim this profile if it's yours.

Browse ATASCADERO AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile