PAULO FINANCIAL ADVISORS, LLC
  • PAULO FINANCIAL ADVISORS, LLC
  • STATEN ADVISORS,LLC
  • STATEN ADVISORS, LLC
  • PAULO FINANCIAL ADVISORS,LLC

Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 06/03/2014
Other registrations (1)
Contact Info (71 xxxxxxx
Websites
AUM* 56,969,894 15%
of that, discretionary 55,478,654 15%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 542,570 8%
% High Net Worth 22.22% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

55M 48M 40M 32M 24M 16M 8M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name LILLING & COMPANY LLP Filing Date11/11/2025 Form ADV-E View Report

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