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 Wealth Management advisors in CA, LOS ALTOS
16 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
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
Full profileNo website
FRANK ELMER INVESTMENT STRATEGIES LLC
Los Altos, CA
AUM
$34.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(650) 808-0188
Full profileNo website
JIE SHEN, CFA
Los Altos, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6505398919
Full profileNo website