PARROTT WEALTH MANAGEMENT, LLC

PARROTT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 277121). Regulatory assets under management: $184.5M.

Registration

• CRD: 277121
• SEC file number: 801-121390
• Type: Registered investment adviser
• Phone: 719-440-2662
• Latest filing: 2024-04-02
• Regulatory AUM: $184.5M
• Discretionary AUM: $184.5M
• Clients: 3
• Accounts: 506

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 277121 on SEC IAPD (source of record)
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