Paulo Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 10, 2026, reports $57M in regulatory assets under management, 1 employee, and 105 accounts.
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
28
2
HNWI
22.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$57Mas of February 10, 2026
Discretionary97.4%
$55M
97% of total RAUM97.4%
Non-discretionary2.6%
$1M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$57M
Total Accounts105
10Y AUM Change+$28M (+93.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee36:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.