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
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- 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
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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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
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
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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 | -- |
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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% |