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Palo Alto Wealth Advisors Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Palo Alto Wealth Advisors is a small investment management firm based in Palo Alto, California. It operates as a registered investment advisor providing investment advisory services to clients seeking professional oversight of their assets. In January 2026, the firm’s team joined Corient, with advisors Nate Blair and Ryan Schmidt transitioning from Palo Alto Wealth Advisors to Corient. 

The move represents a consolidation in the wealth-management space, as Palo Alto Wealth Advisors becomes part of Corient’s broader platform. The integration places the Palo Alto team within Corient’s organization, continuing to offer investment guidance within a larger wealth-advisory practice.

Find Palo Alto Wealth Advisors employees' phone numbers or email addresses

Palo Alto Wealth Advisors Global Highlights

Location
Employees

Oceania
3

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  • Australia
    3

North America
2

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  • United States Of America
    2

Palo Alto Wealth Advisors's Leadership

  • Stylized image of a person
    G. C.
    Associate Adviser
    Phone icon
    Mobile Phone

Palo Alto Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Palo Alto Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. C.
    Associate Adviser
    Phone icon
    Mobile Phone
    AustraliaNew South Wales
    Jun 02, 2026

Frequently Asked Questions

What is Palo Alto Wealth Advisors known for?

Minus sign iconPlus sign iconPalo Alto Wealth Advisors was founded in 2016 operates in the Investment Management industry. Explore Palo Alto Wealth Advisors's company overview page for more information.

What is Palo Alto Wealth Advisors's most common email format?

Minus sign iconPlus sign iconPalo Alto Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Palo Alto Wealth Advisors email formats with LeadIQ.

How many employees does Palo Alto Wealth Advisors have currently?

Minus sign iconPlus sign iconPalo Alto Wealth Advisors has approximately 4 employees as of July 2026. These team members are located across 2 continents, including OceaniaNorth America.

Who are Palo Alto Wealth Advisors's key employees and leadership?

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As of July 2026, Palo Alto Wealth Advisors's key employees include:

  • Associate Adviser: G. C.

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