Page Capital Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Page Capital Private Wealth Management is an independent, single-advisor registered investment adviser that works with individuals (including high-net-worth clients), trusts, estates, charitable organizations and small- to midsize companies. The firm offers comprehensive portfolio management (asset management paired with financial planning) and standalone financial planning and consulting services, and reports $9,203,733 in discretionary and $36,756,291 in non-discretionary regulatory assets under management as of December 31, 2024.
The firm employs a blend of analytical methods—fundamental, technical, quantitative and sector analysis—and uses asset-allocation approaches (strategic, dynamic, tactical and core-satellite) across vehicles such as individual securities, ETFs, mutual funds, fixed income and private investments. Portfolios are monitored and rebalanced periodically, cash balances are typically held in low-risk instruments to facilitate fee processing, and the firm obtains client permission prior to executing trades for non-discretionary accounts.
Compared with many independent peers, a large share of the firm’s assets are managed on a non-discretionary basis, which is an uncommon arrangement in its peer group and means clients commonly retain trade approval authority. The firm also offers planning work that includes business- and real-estate-focused services (for example, cost segregation studies, corporate-structure and real estate analysis) alongside investment management, and it does not accept proxy-voting authority for client securities.
Client services
Expertise
Occupation focus
Fee options
Up to $250 per hour for financial planning and consulting services.
Main office
Walnut Creek CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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