Parisi Gray Wealth Management LLC

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Assets, Funds, Holdings

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Parisi Gray Wealth Management LLC
CRD #286388
SEC #801-108904
CIK #0001716659
AUM $574.7 MM (2024-02-09)
Employees 6 (33% Investors, 17% Brokers)
Phone973-358-4921
Address5 Cold Hill Road S
Mendham, NJ 07945
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 15.5
AAPL 2,382,844.0 11.3
MSFT 1,918,222.4 10.9
MA 309,583.1 6.5
GOOGL 1,475,138.5 6.4
JPM 340,169.2 5.3
LLY 301,789.7 5.0
COST 207,576.9 5.0
META 434,852.0 4.5
HD 277,648.0 4.2
View All
Holdings by Sector ($MM)
3502802101407002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 101 32.8
(b) Individuals (high net worth individuals) 99 541.9
(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 1,000 574.7
By Discretionary
Discretionary 969 563.4
Non-Discretionary 31 11.3
Total 1,000 574.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 574.7
Total 1,000 574.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001716659]
Comparable Firms State AUM ($BB)
Ratio Wealth Group LLC
CO 0.6
Global Financial Group Advisors LLC
MI 0.6
GF International Investment Management Limited
0.6
Optimum Quantvest Corporation
TX 0.6
Walsh & Associates LLC
FL 0.6
Waypoint Wealth Counsel LLC
GA 0.6
IAM Advisory LLC
PA 0.6
Vantage Financial Partners Limited
IL 0.6
Market Street Wealth Management Advisors LLC
IN 0.6
Providence Wealth Advisors LLC
IL 0.6
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