PAUL & CO. WEALTH MANAGEMENT, INC.
Doing business as SLO MONEY MANAGERS. SEC Form ADV profile.
Total regulatory AUM
$164,699,635
Discretionary
$164,699,635
Non-discretionary
$0
Firm details
- CRD number
- 331617
- SEC file number
- 801-130860
- Main office
- ATASCADERO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.