Palo Seco Wealth Management

Overview

Palo Seco Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individuals and families, offering financial planning, portfolio management for individual and small-business clients, selection of outside advisers, and educational seminars or workshops. It also operates as an insurance broker and maintains an industry affiliation as a real estate broker. The firm describes itself as a capital allocator, meaning it directs client capital to third-party managers in addition to managing portfolios directly. Its fee arrangements include percentage-of-AUM billing plus the ability to charge hourly or fixed fees for certain services. The firm is not identified as an active ESG investor and does not report multi-state adviser status in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices