Investment adviser · CRD 146622

PARITER WEALTH MANAGEMENT GROUP LLC

Investment adviser filing (IA)

GUAYNABO, PR, United States · Form ADV filed Jun 20, 2019

Regulatory AUM
$41.2M
Form ADV · Item 5.F
Client accounts
144
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals32$12,810,11031.1%
Retirement plans45$8,309,64120.2%
High-net-worth individuals50$7,671,04618.6%
Other clients11$7,611,20518.5%
Corporations & businesses6$4,804,71511.7%
Filing source

Form ADV 1329408 · Jun 20, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 20, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

243 CARRETERA #2
GUAYNABO, PR, 00966-1915, United States

CRD 146622

Filing source

Form ADV 1329408 · Jun 20, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.