# Bay Area Wealth Advisors

Bay Area Wealth Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** bayareawealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/andrewharthcock

## Regulatory record

- **CRD number:** 339420
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339420

## About

BAY AREA WEALTH ADVISORS is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Does Bay Area Wealth Advisors operate as a fiduciary?

As a registered investment advisor, Bay Area Wealth Advisors operates under a fiduciary duty, which legally obligates the firm to act in its clients' best interests. This contrasts with broker-dealer models that are held only to a suitability standard. The fiduciary structure is material for clients seeking unbiased portfolio construction and ongoing financial advice.

## Related profiles

- [Carl P. Sherr & Co.](https://altss.com/profile/carl-p-sherr-and-co-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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