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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Parisi Gray Wealth Management LLC
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|---|---|
| CRD # | 286388 |
| SEC # | 801-108904 |
| CIK # | 0001716659 |
| AUM | $689.9 M (2025-01-21) |
| Employees | 6 (33% Investors, 17% Brokers) |
| Phone | 973-358-4921 |
| Address | 5 Cold Hill Road S Mendham, NJ 07945 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.2 | ||
| Palantir Technologies Inc | 16.3 | ||
| Microsoft Corp | 12.9 | ||
| Apple Inc | 11.4 | ||
| Mastercard Inc | 9.0 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Facebook Inc | 7.5 | ||
| Alphabet Inc | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Home Depot Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 38.0 |
| (b) Individuals (high net worth individuals) | 104 | 651.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 689.9 |
| By Discretionary | ||
| Discretionary | 1,023 | 679.9 |
| Non-Discretionary | 22 | 10.1 |
| Total | 1,045 | 689.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 689.9 | |
| Total | 1,045 | 689.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001716659] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Wealth Services LLC
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|
CA | 0.7 |
|
RMG Wealth Management LLC
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|
WI | 0.7 |
|
Gratus Wealth Advisors LLC
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VA | 0.7 |
|
Lipe & Dalton Inc
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NY | 0.7 |
|
Peterson Wealth Advisors LLC
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|
UT | 0.7 |
|
Amerant Investments Inc
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|
FL | 0.7 |
|
Atlas Private Wealth Advisors LLC
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|
NJ | 0.7 |
|
Uptick Partners LLC
✚
|
TX | 0.7 |
|
Arcadia Investment Management Corp
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|
MI | 0.7 |
|
Centerpoint Advisors LLC
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|
MA | 0.7 |