CRD: 164181
Panarella Wealth Management LLC
$50.7M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- Fusion harborGlacier summit
- Established Date
- 06-29-2012
- Office Locations
- 1
Office Locations
750 Main Street, Suite 1300 Hartford CT
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.
Team overview
-- AVG AGE
$50.7M AVG AUM / ADVISOR
$921.0K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
See the complete signal summary connected to oak.
Open the full profile to inspect shifts in unison harbor.
Open the full profile to inspect shifts in focus wave.
Unlock to compare peer behavior around bridge prime.
See the complete signal summary connected to optima atlas.
Upgrade to reveal position-level detail across fusion vital.
Upgrade to reveal position-level detail across eagle element.
Full visibility includes strategy notes for pathway harbor.
Asset Classes
Vector north Ember atlas North oak North prime
Client Personas
Foundation pathway
Custodian
Frontier Pioneer Optima alpha Fusion horizon Wave Focus zenith Frontier Zenith oak Delta
Investment Themes
Bridge matrix Prime delta Matrix
Investment Vehicles
Momentum north Glacier zenith
Platform
Ridge
Services
Vertex legacy Legacy foundation Unison bridge Fusion harbor Summit timber Optima Optima Vital zenith
Technology
Prime summit Ridge catalyst
Owner & Executives
C
CRAIG PANARELLA
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5493973
- Ownership
- 75% or more
(334) 959-5131
legacy.timber@insightcapital.com
in linkedin.com/in/value-north
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $50,655,926
Equity - Exchange:
42.3% Corporate - Investment Grade:
11.0% U.S. Government/Agency:
15.8% Cash:
10.8% Corporate - Non-Investment Grade:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,058,871,040 | 42.3% |
| Corporate - Investment Grade | $795,451,098 | 11.0% |
| U.S. Government/Agency | $1,142,557,031 | 15.8% |
| Cash | $780,988,351 | 10.8% |
| Corporate - Non-Investment Grade | $1,453,506,097 | 20.1% |
| Total | $7,231,373,617 | 100.0% |