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PARITER WEALTH MANAGEMENT GROUP LLC
CRD 146622 · SEC 801-69079
243 CARRETERA #2, GUAYNABO, PR, 00966-1915, United States
Phone
787-781-2555
Fax
787-781-2612
Registration
— (—)
Source
State registered
Total AUM
$10.6M
Discretionary AUM
$10.5M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $793K |
| High net worth individuals | 1 | $233K |
| Pension/profit sharing plans | 6 | $406K |
All web addresses on file
Official SEC filing: View on IAPD