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PARKER WEALTH MANAGEMENT, LLC
CRD 157064
360 BLOOMFIELD AVENUE, SUITE 301, WINDSOR, CT, 06095, United States
Phone
860-432-5802
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.5M
Discretionary AUM
$10.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.0M |
| High net worth individuals | 13 | $15.5M |
All web addresses on file
Official SEC filing: View on IAPD