RIA IntelAdvisersCaliforniaPARAIBA WEALTH MANAGEMENT LLC

PARAIBA WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in CA
#4,280
of 5,480 advisers by AUM
Average account
$2M
across 11 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM
$20M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

PENSION PERFORMANCE ADVISORS, INC.
LAGUNA HILLS, CA
$20M
+13.7% 1Y
ATHENA ASSET MANAGEMENT & RESEARCH, LLC
SAN FRANCISCO, CA
$20M
-28.6% 1Y
TDIRECTION ASSET MANAGEMENT
SAN FRANCISCO, CA
$20M
ST. CLAIRE CAPITAL MANAGEMENT, INC.
GREENBRAE, CA
$20M
DEFENSIVE PORTFOLIO MANAGEMENT
SANTA MONICA, CA
$20M
0.0% 1Y
CANDENT CAPITAL, LLC
$20M

Get the full picture on PARAIBA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PARAIBA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans