Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-25-000562
Filing Date
2025-05-15
Accepted
2025-05-15 08:19:35
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1978
2 F_13F_PaloAlto_Q12025.html INFORMATION TABLE  
2 F_13F_PaloAlto_Q12025.xml INFORMATION TABLE 40067
  Complete submission text file 0001951757-25-000562.txt   43280
Mailing Address 715 COLORADO AVENUE SUITE A PALO ALTO CA 94303
Business Address 715 COLORADO AVENUE SUITE A PALO ALTO CA 94303 650-656-9800
PALO ALTO WEALTH ADVISORS, LLC (Filer) CIK: 0001964382 (see all company filings)

EIN.: 813851925 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22829 | Film No.: 25948880