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PARISI GRAY WEALTH MANAGEMENT, LLC
CRD 286388 · SEC 801-108904
5 COLD HILL ROAD S, SUITE 1, MENDHAM, NJ, 07945, United States
Phone
973-358-4921
Fax
973-358-4928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$796.0M
Discretionary AUM
$781.8M
Team
7 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $40.2M |
| High net worth individuals | 108 | $755.9M |
States served
CA, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD