Overview
Assets Under Management: $176 million
Headquarters: ST AUGUSTINE, FL
High-Net-Worth Clients: 45
Average Client Assets: $3.2 million
Frequently Asked Questions
PARABLE WEALTH ADVISORS 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 #304873), PARABLE WEALTH ADVISORS is subject to fiduciary duty under federal law.
PARABLE WEALTH ADVISORS is headquartered in ST AUGUSTINE, FL.
PARABLE WEALTH ADVISORS serves 45 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PARABLE WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PARABLE WEALTH ADVISORS manages $176 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PARABLE WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.12%
Average Client Assets: $3.2 million
Total Client Accounts: 271
Discretionary Accounts: 271
Regulatory Filings
CRD Number: 304873
Filing ID: 2077865
Last Filing Date: 2026-03-27 20:03:17