Panarella Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,655,926
Clients
55
51% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$921,017
About
Panarella Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm uses an asset‑based fee model and offers tailored investment supervisory services alongside hourly financial planning engagements.
The firm documents client goals and risk tolerances in an Investment Policy Statement and typically obtains discretionary authority to implement portfolios using both fundamental and technical analysis. Investment strategies disclosed in the brochure include long‑term and short‑term trading as well as short sales, and the firm may invest across mutual funds, equities, fixed income, ETFs, REITs, hedge funds, private placements and insurance products.
Noteworthy distinctions in the brochure include that the firm’s principal is a licensed insurance agent and may offer commissionable insurance and annuity products to clients, a practice the firm acknowledges can create conflicts of interest while noting clients are not required to purchase through the firm. The brochure also discloses the firm receives research/soft‑dollar benefits from its custodian and requires clients to use its recommended custodian, arrangements the firm identifies as considerations when evaluating potential conflicts.
Client services
Financial planning
Portfolio management
Expertise
Income planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 to $500 per hour
Main office location
Panarella Wealth Management LLC
750 Main Street, Suite 1300
Hartford CT 06103, United States
Number of offices
1
Most active in
Panarella Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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