Paratus Wealth Management, LLC

Overview

Paratus Wealth Management, LLC is an independent, individual-owned advisory firm organized as an LLC that serves individuals and families. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing options include a percentage-of-AUM fee schedule plus the ability to charge hourly or fixed fees. Paratus is not positioned as an ESG-focused or multi-state adviser, and it does not identify as a pension consultant or as part of a related-adviser structure. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives