Parisi Gray Wealth Management, LLC

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Client assets under management

$796,049,461

Clients

203

53% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

102

High

Average account size

$3,921,426

About

Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning for individuals, high‑net‑worth clients, trusts, estates, and businesses. Services include customized portfolio construction using mutual funds, ETFs and individual securities, occasional use of independent managers, and ongoing financial planning and consulting.

The firm describes a primarily long‑term investment orientation while employing fundamental, technical and cyclical analysis and rebalancing as client needs or market conditions dictate. Portfolios may include individual stocks and bonds, options and other derivatives, and Parisi Gray may use margin or introduce clients to collateralized non‑purpose lending programs (LoanAdvance) when appropriate.

Parisi Gray reports managing approximately $796 million in client assets, nearly all on a discretionary basis, which represents an atypically large amount of assets per advisor for a team‑category firm. The firm’s use of derivatives and borrowing in managed accounts, its ability to recommend collateralized lending and its advisors’ broker‑dealer and insurance registrations are operational features that can affect how recommendations are implemented and potential conflicts of interest are managed.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting

Fee options

Percentage

Up to 2.00% annually (negotiable based on factors including complexity, asset level, and relationship)

Commissions

Advisory Persons acting in separate capacity as registered representatives may receive commissions and 12b-1 fees for securities transactions and insurance sales; these commissions are separate and in addition to advisory fees.

Other

Account minimum: Parisi Gray generally does not impose a minimum size for establishing a relationship. Fee-only: Comprehensive wealth management fee up to 2.00% annually, paid quarterly in advance, based on market value of assets under management.

Main office location

Parisi Gray Wealth Management, LLC

5 Cold Hill Road S, Suite 1

Mendham NJ 07945, United States

Number of offices

Most active in

California · Florida · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 973-358-4921

Advisors at this firm

David G

CFP®, Series 66

Mendham, NJ

Parisi Gray Wealth Management, LLC

David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting

John P

Series 63, Series 65

Mendham, NJ

Parisi Gray Wealth Management, LLC

John Parisi Sr. is a financial advisor with Parisi Gray Wealth Management, LLC in Mendham, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Merrill and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a licensed insurance agent offering fixed and life insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental, technical, and cyclical analysis, with portfolios that may include mutual funds, ETFs, individual securities, options, and derivatives.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting

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