CRD: 169997

Parady Wealth Management

THE Villages, FL, 32163

(352) 674-3911

paradyfinancial.com

$145.7M Total AUM

$145.7M Disc. AUM

-- 3Y CAGR

19 Employees

1,282 ADV. Clients

12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian: Fidelity/NFS
Clients: Retail and Institutional
Platforms: --
Established Date: 05-02-2014
Office Locations: 3

Office Locations

3602 Kiessel Road THE Villages FL

8000 W 78th ST Edina MN

-- -- --

About Parady Wealth Management

Parady Wealth Management is a THE Villages-based RIA with 3 offices. The firm has been operating for 12 years. Managing $145.7M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS.

Team overview

47 AVG AGE

$29.1M AVG AUM / ADVISOR

$113.7K AVG AUM / CLIENT

4.9 yrs AVG TENURE

19 Employees

5 Advisory Reps

5 RIA Reps

12yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

SARAH ELISABETH ALDERMAN

Chief Compliance Officer, Director, Investment Advisor Representative

CRD: #4262580
Ownership: Less than 5%

Available

Sharon Hughes Edwards

Owner, TREASURER

CRD: --
Ownership: Less than 5%

Available

Showing 2 of 3 owners & executives

Unlock all

Contacts

KELLY ELAINE BURKHEAD

Vice President of Sales

CRD: #4977053

Available

KATHLEEN ANNE LASETER

Vice President

CRD: #6278035

Available

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM

Discretionary

Non-Discretionary

06-02-2022

11-22-2023

10-30-2024

08-29-2025

03-31-2026

Category	Assets	AVG. Account size
Discretionary	$145,725,885	$50,652
Non-Discretionary	$0	--
Total	$145,725,885	$50,652

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: Available

Unlock all

Cash:

Available

Public Funds:

Available

Equity - Exchange:

Available

Other:

Available

Asset class	Assets	Assets %
Cash	Available	Available
Public Funds	Available	Available
Equity - Exchange	Available	Available
Other	Available	Available
Total	Available	Available

Continue browsing

View all advisor firms in Florida

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform

Parady Wealth Management

Firm Details

Office Locations

About Parady Wealth Management

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

Want deeper insight into 45,000+ RIAs?

Separately Managed Accounts

Other advisor firm profiles in Florida

Start a free trial and prospect smarter

Want deeper insight
into 45,000+ RIAs?

Start a free trial and
prospect smarter