{
  "crd_number": 318682,
  "slug": "the-wealth-mastery-llc-palo-alto-ca-318682",
  "primary_business_name": "THE WEALTH MASTERY, LLC",
  "legal_name": "THE WEALTH MASTERY, LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-06-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 1850000.0,
  "raum_discretionary": 1850000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1850000.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/in/stacy-t-turner",
    "https://thewealthmasteryllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318682",
  "disclosure_items": [
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682",
  "display_name": "The Wealth Mastery, LLC",
  "summary": "The Wealth Mastery, LLC is a state-registered investment advisory firm in Palo Alto, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. The Wealth Mastery, LLC (CRD 318682): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Wealth Mastery, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Wealth Mastery, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Wealth Mastery, LLC located?",
      "a": "The Wealth Mastery, LLC's principal office is in Palo Alto, CA, according to its Form ADV."
    },
    {
      "q": "Is The Wealth Mastery, LLC registered with the SEC or a state?",
      "a": "The Wealth Mastery, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318682."
    },
    {
      "q": "How much does The Wealth Mastery, LLC manage?",
      "a": "The Wealth Mastery, LLC reports $1,850,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does The Wealth Mastery, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4)."
    },
    {
      "q": "Does The Wealth Mastery, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318682"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1850000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318682",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}