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Pariter Wealth Management Group LLC

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Retired

Fee options

Percentage

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

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