← Back to searchVisit website
SLO MONEY MANAGERS
PAUL & CO. WEALTH MANAGEMENT, INC.
CRD 331617 · SEC 801-130860
4555 EL CAMINO REAL, SUITE I, ATASCADERO, CA, 93422, United States
Phone
(805) 460-7232
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.7M
Discretionary AUM
$164.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $38.9M |
| High net worth individuals | 62 | $101.4M |
| Pension/profit sharing plans | 5 | $19.0M |
| Corporations/business entities | 3 | $5.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD