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PARCO WEALTH MANAGEMENT LLC

CRD 306826 · SEC 801-125736

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.0M

Discretionary AUM

$21.0M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

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Services

Financial planning

Client types

TypeClientsAUM
Individuals191$21.0M

States served

CA, DC, GA, IA, LA, MD, NE, NC, OH, VA, WV, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD