$43.4M Total AUM
$43.4M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixPioneer quantum +more
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
1147 Hilltop Drive Redding CA
About Parallel Wealth Management
Parallel Wealth Management is a Redding, CA registered investment adviser focused on helping individuals prepare for and live in retirement. The firm provides investment management alongside retirement and tax planning, emphasizing clear, easy-to-understand recommendations and implementation support. Client portfolios appear primarily ETF-based, and the practice operates on platforms including Schwab and Altruist.
Team overview
-- AVG AGE
$43.4M AVG AUM / ADVISOR
$736.1K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Eagle Pathway beacon
CRM
North
Custodian
Crest capital Vertex pioneer Glacier Capital catalyst Insight summit
Investment Themes
Fusion momentum Radial eagle Pioneer
Investment Vehicles
Ember meridian
Services
Oak Prime matrix Value oak North Horizon pathway
Technology
Legacy peak Pathway capital Frontier
Owner & Executives
DARIEN COLIN CROCE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4747766
- Ownership
- 75% or more
(911) 553-9278
vector.insight@wavecapital.com
in linkedin.com/in/signal-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,432,492 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,432,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,432,492
Equity - Exchange:
41.2% Municipal Bonds:
23.2% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,025,205,043 | 41.2% |
| Municipal Bonds | $577,299,927 | 23.2% |
| Cash | $885,856,786 | 35.6% |
| Total | $2,488,361,756 | 100.0% |