PARITER WEALTH MANAGEMENT GROUP LLC

PARITER WEALTH MANAGEMENT GROUP LLC of GUAYNABO, PR is an SEC-registered investment adviser (CRD 146622). Regulatory assets under management: $10.6M.

Registration

• CRD: 146622
• SEC file number: 801-69079
• Type: Registered investment adviser
• Location: 243 CARRETERA #2, GUAYNABO, PR, 00966-1915
• Phone: 787-781-2555
• Latest filing: 2026-03-31
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.5M
• Non-discretionary AUM: $10K
• Clients: 3
• Accounts: 27

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search