# Park Place Wealth Advisors

Park Place Wealth Advisors is a RIA based in Orinda.

## Overview

- **Organization type:** RIA
- **Headquarters:** Orinda
- **Assets under management:** Undisclosed
- **Website:** https://parkplacewealth.com
- **LinkedIn:** https://www.linkedin.com/company/park-place-wealth-advisors

## Regulatory record

- **CRD number:** 142745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142745

## About

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.

## 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.

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Last updated: 2026-07-09T00:56:38.520Z

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