Company Overview
- Headquarters
- 715 Colorado Ave Suite A, Palo Alto CA
- Website
- paloaltowealth.com
- Phone
- (650) 656-****
- Employees
- 6
- Founded in
- 2016
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$1B
Who is Palo Alto Wealth Advisors
Palo Alto Wealth Advisors, LLC is a registered investment advisor firm located in East Palo Alto, California. The firm employs five individuals and generates approximately $2.5 million in annual revenue. Palo Alto Wealth Advisors specializes in providing financial guidance to tech professionals. Their services encompass managing concentrated stock positions, assisting with career decisions, and evaluating job offers. The firm differentiates itself through its specialized focus on the unique financial needs of tech professionals. Their expertise in this sector allows them to provide tailored advice in areas directly impacting clients' financial lives. For further information, please visit paloaltowealth.com.
Company Leadership
Palo Alto Wealth Advisors Industry Tags
Palo Alto Wealth Advisors Tech Stack
Companies Similar to Palo Alto Wealth Advisors
Analyze industry trends and opportunities by examining competitors and companies comparable to Palo Alto Wealth Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 5 | Portland, ME | 1958 | |
| 1M | 3 | New York, NY | 2017 | |
| 1M | 5 | |||
| 1M | 11 | 2015 | ||
| 1M | 7 | New York, NY | 2001 |