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- Custodian
- Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
About Parisi Gray Wealth Management, LLC
Parisi Gray Wealth Management is an independent fiduciary wealth manager serving affluent individuals and families, large trusts, and private foundations. The team builds tailored portfolios and financial plans with a focus on risk management and asset allocation, using ETFs and public funds as core tools. Founded by former Merrill Lynch/Lehman institutional bond trader John Parisi; publishes regular market insights and coordinates with clients’ attorneys and accountants.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN FRANCIS PARISI SR
Chief Investment Officer, Managing Member
- CRD
- #1879131
- Ownership
- 50% but less than 75%
DAVID P GRAY
Chief Compliance Officer
- CRD
- #5349909
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,786,457 | $738,231 |
| Non-Discretionary | $14,263,004 | $594,292 |
| Total | $796,049,461 | $735,041 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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