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| Keyboard |
| Parco Wealth Management LLC
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|---|---|
| CRD # | 306826 |
| SEC # | 801-125736 |
| CIK # | |
| AUM | 21.0 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 202-688-1990 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 21.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 191 | 21.0 |
| By Discretionary | ||
| Discretionary | 191 | 21.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 191 | 21.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.0 | |
| Total | 191 | 21.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Albert Investments LLC
✚
|
CA | 22.7 M |
|
Passive Management LLC
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NY | 22.6 M |
|
IQvestment LLC
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22.3 M | |
|
RM Investment Strategies LLC
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MI | 21.9 M |
|
KJ Harrison & Partners USA Inc
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|
21.7 M | |
|
Childfree Wealth LLC
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|
20.7 M | |
|
BP Capital Fund Advisors LLC
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|
20.0 M | |
|
Financial Planning Services Inc
✚
|
FL | 20.0 M |
|
Icon Financial Services LLC
✚
|
OR | 19.7 M |
|
Marnoa Private Wealth Counsel Ltd
✚
|
19.3 M |