Overview
Assets Under Management: $195 million
Headquarters: CAMAS, WA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
PARA WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322683), PARA WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
PARA WEALTH ADVISORS, INC. is headquartered in CAMAS, WA.
PARA WEALTH ADVISORS, INC. serves 65 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, PARA WEALTH ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
PARA WEALTH ADVISORS, INC. manages $195 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, PARA WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 823
Non-Discretionary Accounts: 823
Regulatory Filings
CRD Number: 322683
Last Filing Date: 2025-02-14 00:00:00
Website: https://parawealthadvisors.com