Slo Money Managers
Slo Money Managers is an SEC-registered wealth manager in Atascadero, CA with $164.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Slo Money Managers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331617, SEC 801-130860, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $164.7M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Atascadero, CA
- Employees
- 2
- Clients
- 148
- CRD
- 331617
- Ownership
- PAROTTI, PAUL, ANDREW
How much AUM does Slo Money Managers have?
Slo Money Managers reported $164.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Slo Money Managers?
Disclosed owners and executives of Slo Money Managers include PAROTTI, PAUL, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.