# PARENTEBEARD WEALTH MANAGEMENT LLC

PARENTEBEARD WEALTH MANAGEMENT LLC of YORK, PA is an SEC-registered investment adviser.

## Registration

- CRD: 152072
- Type: SEC-registered investment adviser
- SEC file number: 801-70783
- Location: SUITE 200, 221 WEST PHILADELPHIA STREET, YORK, PA, 17401-2993
- Phone: 717-846-6214
- Latest filing: 2014-03-31
- Regulatory AUM: $767.6M
- Discretionary AUM: $761.0M
- Non-discretionary AUM: $6.6M
- Clients: 26
- Accounts: 646

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Douglas | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | Halifax, Z4 |
| Michael R Douglas | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | Halifax, Z4 |
| WILLIAMS THOMAS KEITH | CHIEF EXECUTIVE OFFICER | — |
| ROSS MICHELLE JASEY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152072/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152072/similar
- Related entities: https://search.stillhousedata.com/firm/152072/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152072

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.