Parenti Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial planning and consulting, educational seminars, and acts as a solicitor by referring clients to third‑party investment managers who directly manage assets. It also offers accounting, tax, and insurance services through an affiliated accounting/tax practice and a licensed insurance agency.
Instead of directly managing client portfolios, the firm evaluates, recommends and monitors third‑party managers—reviewing their registration and performance—and serves as the liaison between clients and those managers while delivering ongoing planning support. For standalone planning engagements the firm bills on an hourly basis and tailors recommendations around clients’ cash flow, tax, retirement and estate objectives.
What distinguishes the firm from many peers is the combination of a CPA background and licensed insurance practice operating alongside the advisory business, with the firm receiving solicitor fees from recommended managers and commissions for insurance products; these affiliations and revenue sources are disclosed as potential conflicts of interest. The reliance on selecting other advisers and charging hourly planning fees (rather than directly taking a percentage‑of‑assets fee) is also atypical for firms in this category.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Income planning
General tax planning
Fee options
$0 - $1,000,000: Up to 2.00% maximum annual advisory fee (Strategic & Tactical Portfolios); Up to 1.70% (Allocation Portfolios); 1.00% (Preservation Portfolios); 0.60% (Client Directed Accounts) $1,000,001 - $2,000,000: Up to 1.65% (Strategic & Tactical); 1.35% (Allocation); N/A (Preservation); N/A (Client Directed) $2,000,001 - $3,000,000: Up to 1.20% (Strategic & Tactical); 1.00% (Allocation); N/A (Preservation); N/A (Client Directed) $3,000,001+: Up to 0.95% (Strategic & Tactical); 0.80% (Allocation); N/A (Preservation); N/A (Client Directed)
PWM receives commissions as an insurance agent from insurance product sales.
Financial planning services charged at $195 per hour.
Account minimum: Account minimums are determined by the Third Party Managers (TPMs) PWM refers its Clients to and vary by TPM; no specific minimum stated by PWM itself. Fee-only: Hourly financial planning fee at $195 per hour.
Main office location
Parenti Wealth Management
Philadelphia PA, United States
Number of offices
1
Most active in
Parenti Wealth Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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