# The Wealth Mastery, LLC

> 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.

- CRD: 318682
- Filed as: THE WEALTH MASTERY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318682
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682

## Quick answers

**How is The Wealth Mastery, LLC compensated?**
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.

**Where is The Wealth Mastery, LLC located?**
The Wealth Mastery, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is The Wealth Mastery, LLC registered with the SEC or a state?**
The Wealth Mastery, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318682.

**How much does The Wealth Mastery, LLC manage?**
The Wealth Mastery, LLC reports $1,850,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does The Wealth Mastery, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does The Wealth Mastery, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,850,000
- Discretionary: $1,850,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,850,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318682

### Websites listed on Form ADV (Item 1.I)
- [thewealthmasteryllc.com](https://thewealthmasteryllc.com)
- LinkedIn @stacy-t-turner

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Mastery, LLC (CRD 318682): Form ADV filing data as of October 2026.