Overview
Assets Under Management: $690 million
Headquarters: MENDHAM, NJ
High-Net-Worth Clients: 104
Average Client Assets: $6 million
Frequently Asked Questions
PARISI GRAY WEALTH MANAGEMENT, LLC 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 #286388), PARISI GRAY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARISI GRAY WEALTH MANAGEMENT, LLC is headquartered in MENDHAM, NJ.
PARISI GRAY WEALTH MANAGEMENT, LLC serves 104 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, PARISI GRAY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PARISI GRAY WEALTH MANAGEMENT, LLC manages $690 million in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, PARISI GRAY WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.49
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 1,045
Discretionary Accounts: 1,023
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 286388
Filing ID: 2026476
Last Filing Date: 2025-11-07 17:57:48
Website: 0