Paulo Financial Advisors, LLC
Paulo Financial Advisors, LLC is an SEC-registered ria with $57.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Paulo Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131943, SEC 801-79798, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $57.0M (2026-02-10)
- Firm type
- Ria
- Employees
- 1
- Clients
- 36
- CRD
- 131943
- Ownership
- DONNELLY, JOHN, BENEDICT; PAULO, CATHERINE, MARIA
How much AUM does Paulo Financial Advisors, LLC have?
Paulo Financial Advisors, LLC reported $57.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Paulo Financial Advisors, LLC?
Disclosed owners and executives of Paulo Financial Advisors, LLC include DONNELLY, JOHN, BENEDICT, PAULO, CATHERINE, MARIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.