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PARK PLACE WEALTH ADVISORS, INC
CRD 142745
18 ORINDA WAY, ORINDA, CA, 94563, United States
Phone
925-254-7766
Fax
925-258-0591
Registration
— (—)
Source
State registered
Total AUM
$87.1M
Discretionary AUM
$0
Team
6 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $30.9M |
| High net worth individuals | 24 | $50.5M |
All web addresses on file
Official SEC filing: View on IAPD