Updated:
Park Place Wealth Advisors
PARK PLACE WEALTH ADVISORS, INC is a state-registered investment adviser in ORINDA, CA. The firm manages $87 million in regulatory assets. It has 6 employees...
Park Place Wealth Advisors
PARK PLACE WEALTH ADVISORS, INC is a state-registered investment adviser in ORINDA, CA. The firm manages $87 million in regulatory assets. It has 6 employees and 2 investment advisers.
General information
Firm type
RIA
Location
City
Orinda
Frequently asked questions
What services does Park Place Wealth Advisors offer?
Park Place Wealth Advisors provides financial planning and portfolio management services to clients. It is registered as an RIA with the SEC. The exact scope and fee structures are not publicly detailed.
Who are the key principals at Park Place Wealth Advisors?
No named principals are publicly disclosed for Park Place Wealth Advisors. The firm's management team is not listed in accessible sources, including public filings or the firm's limited online presence.
Does Park Place Wealth Advisors have a public AUM figure?
No AUM figure is publicly available. The firm has not disclosed its assets under management in any known regulatory filing or public communication.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: