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- Custodian
- Charles Schwab & Company ยท Hsbc
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2022
- Office Locations
- 1
Office Locations
About Paraiba Wealth Management LLC
Paraiba Wealth is a California RIA focused on pre-retirees and retirees, combining hands-on portfolio management with retirement planning. The team builds actively managed, individual-stock portfolios grounded in fundamental research and AI-driven insights, with an emphasis on downside protection through market cycles. Planning work includes RSU/equity comp strategies and tax-efficient retirement income. CFP(R) fiduciaries.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALVIN SIU-LUN YAM
Financial Advisor, General Partner, Managing Member
- CRD
- #2439197
- Ownership
- 75% or more
ALLAN SIU-KI YAM
Director, Managing Member, Partner
- CRD
- #2439653
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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