CRD: 164181
Panarella Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2012
- Office Locations
- 1
Office Locations
About Panarella Wealth Management LLC
Panarella Wealth Management LLC is a 100% independent RIA in Hartford, CT (founded 2012) providing comprehensive wealth planning and portfolio management for families of corporate executives, medical and legal professionals, business owners, and retirees. Portfolios are primarily ETF-based with fixed-income exposure. Client experience is supported by eMoney planning, Blueleaf reporting, and Schwab account access.
Reported data analysis
What the numbers show
Of the latest reported AUM, 67.1% is discretionary and 32.9% is non-discretionary.
The firm reports 1 advisory representatives and 55 clients, or 55 clients per representative. That equates to $921.0K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Panarella Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Panarella Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG PANARELLA
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5493973
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,007,186 | -- |
| Non-Discretionary | $16,648,740 | -- |
| Total | $50,655,926 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Panarella Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.