Parisi Gray Wealth Management, LLC
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
FINTRXOverview
Parisi Gray Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2016. The firm is owner-operated and serves individual and family clients on a fee basis calculated as a percentage of assets under management. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm does not self-identify as an active ESG investor and is not structured as a multi‑state adviser or pension consultant; it functions as a capital allocator that uses external managers in certain strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds26%
- US Government Bonds9%
- Private Funds3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Christina Sofka
Chief Administrative OfficerCRD 5894172
John Parisi
Managing Partner and Chief Investment OfficerCRD 1879131
Contacts
1 of 1David Gray
Partner, Wealth Management AdvisorCRD 5349909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$227M in ETFs
90%
$204M
1%
$23.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $44.9M | 65,403 | 19.77% |
Location
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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