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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, LOS ALTOS
13 advisers found
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
DIVERSIFI CAPITAL INC
Los Altos, CA
AUM
$671.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
650-632-5667
RILEY FRIEDMAN ASSET MANAGEMENT
Los Altos, CA
AUM
$584.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
650-988-1088
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
GATES PASS ADVISORS, LLC
Los Altos, CA
AUM
$207.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
650-797-0280
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
TOTAL WEALTH SOLUTIONS
Los Altos, CA
AUM
$148.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(510) 252-0135
KULEANA WEALTH ADVISORS
Los Altos, CA
AUM
$95.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-917-9333
MOK CAPITAL MANAGEMENT
Los Altos, CA
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-318-8077
PWJOHNSON WEALTH & LEGACY, LLC
Los Altos, CA
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
408-747-1222
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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