Parady Wealth Management

RIASEC Registered

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$50.7K

Accounts

2,877

Employees

Advisory reps

Firm details

Headquarters: The Villages, Florida
CRD number: 169997
Registered since: January 10, 2022
Website: www.blueprintwealthllc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: Individuals86.69%
HNWI11.6%
Charitable Organizations1.15%
Pension & Profit Sharing Plans0.45%
Corporations / Businesses0.1%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Parady Wealth Management is an SEC-registered limited liability company (registered in 2022) that provides portfolio management for individuals, small businesses and serves as a capital allocator through selection of other advisers. Ownership is a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. It reports no active ESG investing program and its regulatory filings indicate a focused advisory role rather than actuarial or pension consulting work.