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| Para Wealth Advisors Inc
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| |
|---|---|
| CRD # | 322683 |
| SEC # | 801-126401 |
| CIK # | |
| AUM | $161.7 MM (2024-08-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 360-558-7058 |
| Address | 2005 SE 192nd Ave Suite 200 Camas, WA 98607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 75.6 |
| (b) Individuals (high net worth individuals) | 52 | 86.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 161.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 727 | 161.7 |
| Total | 727 | 161.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 161.0 | |
| Total | 727 | 161.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cayside Partners LLC
✚
|
FL | 0.2 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |
|
IA Network LLC
✚
|
NC | 0.2 |
|
Financial Horizons Inc
✚
|
CA | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |
|
Flagship Capital Management Inc
✚
|
PA | 0.2 |