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SLO MONEY MANAGERS
Legal name: PAUL & CO. WEALTH MANAGEMENT, INC.
CRD 331617File 801-130860
APPROVED
Retail clients
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.7M
Bottom 25% of cohort (national)
Discretionary AUM
$164.7M
Clients
148
538 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 6, 2024
- Principal office
- 4555 EL CAMINO REAL, SUITE I, ATASCADERO, CA, 93422
- Phone
- (805) 460-7232
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.7M
- Discretionary AUM
- $164.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 538
- Non-discretionary accounts
- 0
- Total accounts
- 538
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $5.4M |
| High net worth individuals | 62 | $101.4M |
| Pension and profit sharing plans | 5 | $19.0M |
| Individuals (other than high net worth individuals) | 78 | $38.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.