0001951757-24-000903.txt : 20240821 0001951757-24-000903.hdr.sgml : 20240821 20240821123059 ACCESSION NUMBER: 0001951757-24-000903 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240821 EFFECTIVENESS DATE: 20240821 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PALO ALTO WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001964382 ORGANIZATION NAME: IRS NUMBER: 813851925 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-22829 FILM NUMBER: 241228134 BUSINESS ADDRESS: STREET 1: 715 COLORADO AVENUE STREET 2: SUITE A CITY: PALO ALTO STATE: CA ZIP: 94303 BUSINESS PHONE: 650-656-9800 MAIL ADDRESS: STREET 1: 715 COLORADO AVENUE STREET 2: SUITE A CITY: PALO ALTO STATE: CA ZIP: 94303 N-PX 1 primary_doc.xml N-PX IM LIVE 0001964382 XXXXXXXX false false 06/30/2024 YEAR 2024 PALO ALTO WEALTH ADVISORS, LLC (650) 656-9800

715 COLORADO AVENUE SUITE A PALO ALTO CA 94303

INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-22829 N PALO ALTO WEALTH ADVISORS, LLC Nathan Blair Nathan Blair Chief Compliance Officer 08/21/2024