Palo Alto Wealth Advisors, Llc

Business address
715 Colorado Avenue, Suite A, 94303 Palo Alto, CA
State of incorporation
CA
Fiscal year end
December 31
Palo Alto Wealth Advisors, Llc has filed 14 SEC EDGAR filings since 2/7/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 12, 2025 Sep 30, 2025 028-22829
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-22829
N-PX Open Document Open Filing Jul 14, 2025 Jun 30, 2025 028-22829
13F-HR Open Document Open Filing May 15, 2025 Mar 31, 2025 028-22829
13F-HR Open Document Open Filing Feb 14, 2025 Dec 31, 2024 028-22829
13F-HR Open Document Open Filing Nov 6, 2024 Sep 30, 2024 028-22829
N-PX Open Document Open Filing Aug 21, 2024 Jun 30, 2024 028-22829
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-22829
13F-HR Open Document Open Filing Apr 30, 2024 Mar 31, 2024 028-22829
13F-HR Open Document Open Filing Feb 5, 2024 Dec 31, 2023 028-22829
13F-HR Open Document Open Filing Oct 30, 2023 Sep 30, 2023 028-22829
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-22829
13F-HR Open Document Open Filing Apr 18, 2023 Mar 31, 2023 028-22829
13F-HR Open Document Open Filing Feb 7, 2023 Dec 31, 2022 028-22829