Parco Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,015,477
Clients
191
0% high-net worth
Advisors
1
of 2 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
191
Very HighAverage account size
$110,029
About
Parco Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and ongoing financial advice to individual clients, with a stated focus on federal employees and retired federal pensioners. The firm delivers a risk-based investment platform composed primarily of exchange-traded funds (ETFs) and equities, offers annual in-person or virtual reviews, and does not require a minimum dollar amount to open an account.
Parco manages client assets on a discretionary basis and says it monitors investments and develops strategies based on client goals and risk tolerance, while taking custodian and fund-level costs into account when recommending investments. The firm operates under a fiduciary standard, does not offer proprietary products or accept third-party payments or revenue sharing, and compensates its financial professionals based on a percentage of assets under management.
Noteworthy features include the firm’s stated niche serving “Pensioned Americans,” having recently registered in 2022, and a disclosure of no disciplinary history to date. Compared with many peers, Parco emphasizes low product conflicts (no revenue sharing or principal trading) and accessibility through no account minimums while using a concentrated ETF-and-equity approach for its clientele.
Client services
Financial planning
Expertise
Wealth management
Occupation focus
Government Employee
Fee options
Up to 1.00% annually
Main office location
Parco Wealth Management LLC
St Louis MO, United States
Number of offices
2
Most active in
Parco Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Florida · Georgia · Iowa · Louisiana · Maryland · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · Texas · Virginia · Washington · West Virginia
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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