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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-23-000642
Filing Date
2023-10-30
Accepted
2023-10-30 11:47:11
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-10-30

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_Q32023.html INFORMATION TABLE  
2 F_13F_PaloAlto_Q32023.xml INFORMATION TABLE 30121
  Complete submission text file 0001951757-23-000642.txt   33309
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.: 231358527