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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-02-2014
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between August 29, 2025 and August 31, 2026, reported AUM decreased 6.6%, from $156.1M to $145.7M.
Across 5 reported observations, AUM increased 35.4% between June 2, 2022 and August 31, 2026, from $107.6M to $145.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 1,282 clients, or 256.4 clients per representative. That equates to $113.7K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JENNIFER BREA LAMERE
DIRECTOR
- CRD
- #5920715
- Ownership
- Less than 5%
JENNIFER LEIGH STACEY
Chief Compliance Officer
- CRD
- #2536581
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KELLY ELAINE BURKHEAD
Vice President of Sales
- CRD
- #4977053
KATHLEEN ANNE LASETER
Vice President
- CRD
- #6278035
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,725,885 | $50,652 |
| Non-Discretionary | $0 | -- |
| Total | $145,725,885 | $50,652 |
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Separately Managed Accounts
SMA allocation detail is available
Parady Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.