Pariter Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,556,251
Total clients
11
9% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
4
Average account size
$959,659
About
Pariter Wealth Management Group LLC provides investment advisory, financial planning, tax planning, estate planning and retirement planning for individuals (including high‑net‑worth clients), corporations, trusts, pension and profit‑sharing plans, and other institutional clients. The firm manages accounts on both discretionary and non‑discretionary bases and reports approximately $16.3 million in assets under management across a small client roster served by two primary advisors.
The firm’s process begins with detailed client data gathering and the construction of individualized portfolios using a broad investment universe — equities, fixed income, mutual funds and closed‑end funds, ETFs, REITs, limited partnerships and private placements for qualified investors — and it may recommend sub‑advisers for portions of client accounts. PWMG uses institutional research resources (Morningstar, Bloomberg, Reuters), participates in Charles Schwab’s institutional program for custody and trade execution, and conducts periodic reviews and rebalancing with attention to cost effectiveness.
The brochure discloses ownership interests in an affiliated broker‑dealer and an affiliated insurance agency and notes that the firm’s representatives are licensed to sell securities and insurance, a structure the firm identifies as creating potential conflicts of interest. It also discloses that, despite those affiliations, client custody and execution are now handled through Charles Schwab, and that the firm engages in educational seminars or workshops as part of its client outreach.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Maximum 2.0% of total account value annually, calculated quarterly based on average daily balance of prior quarter
Main office location
Pariter Wealth Management Group LLC
243 Carretera #2
Guaynabo PR 00966-1915, United States
Number of offices
1
Most active in
Puerto Rico
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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.
Forms ADV
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