Paloma Hula Wills

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  The Vanguard Group Inc
  Charlotte, NC
• 08/2015 → 12/2021
  Texas Tech University
  Lubbock, TX
• 08/2020 → 09/2021
  Texas Tech University
  Lubbock, TX
• 08/2019 → 05/2020
  Texas Tech University
  Lubbock, TX
• 09/2018 → 10/2020
  The Ranch At Dovetree
  Lubbock, TX
• 08/2017 → 08/2018
  Managed Care Center
  Lubbock, TX
• 06/2021 → 10/2021
  Robertson Stephens
  New York City, NY
• 02/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 04/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02

Other Names

• Paloma Thom
• Paloma Hula Thom
• Paloma Wills