$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2025
- Office Locations
- 1
Office Locations
-- Corona CA
About Palo Seco Wealth Management
Palo Seco Wealth Management is a Corona-based RIA. The firm has been operating for 1 years. Managing $13.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$299.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Brian Paul Colla
Chief Compliance Officer, President
- CRD
- #5752955
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
L
LARRY JAMES MIRANDA III
--
- CRD
- #2568388
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,196,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,196,752 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing