STRATEGY CAPITAL LLC
Los Altos, CA
AUM
$1.34B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-917-8700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, LOS ALTOS
7 advisers found
THREE BRIDGE WEALTH ADVISORS
Los Altos, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-433-3500
TRAVEKA WEALTH, LLC
Los Altos, CA
AUM
$730.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(650) 397-2225
FLYWHEEL PRIVATE WEALTH LLC
Los Altos, CA
AUM
$415.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-229-8782
JOHNSON LYMAN WEALTH ADVISORS
Los Altos, CA
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
650-494-2733
ACELA CAPITAL MANAGEMENT, LLC
Los Altos, CA
AUM
$38.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-299-7758
CHANGING PARAMETERS, LLC
Los Altos, CA
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
650-327-7705
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