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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-24-000200
Filing Date
2024-02-05
Accepted
2024-02-05 12:33:35
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-05

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_Q42023.html INFORMATION TABLE  
2 F_13F_PaloAlto_Q42023.xml INFORMATION TABLE 29340
  Complete submission text file 0001951757-24-000200.txt   32560
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)

IRS No.: 813851925 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22829 | Film No.: 24594799