Parisi Gray Wealth Management, LLC

RIASEC Registered

Total AUM

$796M

Discretionary

$782M

98% of AUM

Avg account

$735K

Accounts

1,083

Employees

7

Advisory reps

3

Firm details

Headquarters: Mendham, New Jersey
CRD number: 286388
Registered since: December 28, 2016
Website: parisigray.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI94.95%
Individuals5.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Parisi Gray Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm serves individual and family clients under a percentage-of-assets fee model and describes itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Parisi Gray does not identify as an active ESG investor and reports single-state operations rather than a multi-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities58%
Public Funds/Mutual Funds26%
US Government Bonds9%
Private Funds3%
Investment Grade Corp Bonds2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 45

Active vs passive

$214M in ETFs

Passive

90%

$192M

Active

<1%

$21.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$46.5M	66,352	21.75%

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Primary office

Mendham, NJ

Morris

Location

Mendham, NJ

Headquartered in Mendham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Morris
Address: 5 Cold Hill Rd S
Time zone: ET (UTC-5)
Office locations

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