PARKER WEALTH MANAGEMENT, LLC

PARKER WEALTH MANAGEMENT, LLC of WINDSOR, CT is an SEC-registered investment adviser (CRD 157064). Regulatory assets under management: $16.5M.

Registration

• CRD: 157064
• Type: Registered investment adviser
• Location: 360 BLOOMFIELD AVENUE, WINDSOR, CT, 06095
• Phone: 860-432-5802
• Latest filing: 2026-03-28
• Regulatory AUM: $16.5M
• Discretionary AUM: $10.5M
• Non-discretionary AUM: $6.0M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157064 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search