RIA Intel›Advisers›California›PARK PLACE WEALTH ADVISORS, INC

PARK PLACE WEALTH ADVISORS, INC

Advisory

ORINDA, CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in CA
#2,931
of 5,480 advisers by AUM
Average account
$449K
across 194 accounts
AUM per adviser
$44M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$87M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$87M
Discretionary AUM$0
Non-Discretionary AUM$87M
Discretionary %0%
Total Clients138
Team
Total Employees6
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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