Palo Seco Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm manages client portfolios on a percentage-of-assets-under-management basis and offers planning on topics such as retirement, estate, tax planning, cash flow, and insurance.
The firm follows a generally passive, low-cost investment philosophy, favoring index funds and ETFs and avoiding market timing or active security selection. Investment recommendations are tailored using a Client Profile that records objectives, risk tolerance, time horizon, and any client-directed restrictions, and the firm may recommend independent managers for specialized strategies.
Palo Seco is mission-driven and states it will donate half of its investment management fees and provide free seminars and workshops that teach financial concepts within a Biblical framework. It also uses third‑party screening tools (Inspire Insight) to implement biblically responsible investing according to client-selected exclusions, and the brochure discloses related operational practices and potential conflicts such as referral fees for endorsers and staff involvement in real estate and mortgage brokerage.
Client services
Expertise
Demographic focus
Fee options
$1 - $1,000,000 and Above: 0.70% annually
$250 to $450 per hour depending on complexity
Fee-only: Comprehensive financial planning fees range from $800 to $4,000 annually; Hourly financial planning fees range from $250 to $450 per hour
Main office
Corona CA
Advisors at this office
2
Most active in
California
Also doing business as
Palo Seco Wealth Management · Palo Seco, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Larry M
Series 66
Corona, CA
Palo Seco Wealth Management
Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Crown Capital Securities, Prudential Insurance Company of America, and other financial firms. Outside of advising, he serves as a preacher and officer for Surrendered Church, delivering weekly sermons, and he is involved in a family pool cleaning business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a generally passive, low-cost investment approach using index funds and ETFs, tailoring recommendations through detailed client profiles and incorporating biblically responsible investing principles.
Brian C
Series 63, Series 66
Corona, CA
Palo Seco Wealth Management
Brian Colla is a financial advisor with Palo Seco Wealth Management in Corona, CA, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior roles include positions at Ameriprise, Planned Financial Freedom, California Bank and Trust, and CitiGroup. In addition to his advisory work, he operates as a real estate and mortgage loan broker outside of securities trading hours. Palo Seco Wealth Management serves individuals, high-net-worth clients, and corporations, offering investment management and financial planning with a focus on passive, low-cost strategies using index funds and ETFs. The firm incorporates biblically responsible investing based on client preferences and provides educational seminars within a Biblical framework.
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