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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2022
- Office Locations
- 1
Office Locations
About Para Wealth Advisors, Inc.
Para Wealth Advisors is an independent, fee-based fiduciary wealth manager serving individuals and families through retirement and major life transitions. The team provides goals-based planning, multigenerational and estate coordination, and insurance and charitable strategies. Portfolios are built as deeply diversified allocations across asset classes, styles, and managers, using both active and passive approaches with ongoing monitoring and rebalancing. Custody includes SEI.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STACY LYNN RERICK
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #4629439
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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COURTNEY Marie KARELLA
--
- CRD
- #5234674
TERESA DAWN ELIZABETH MEYER
Wealth Advisor
- CRD
- #2608358
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $221,029,745 | $261,574 |
| Total | $221,029,745 | $261,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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