PARALLEL WEALTH MANAGEMENT

PARALLEL WEALTH MANAGEMENT of REDDING, CA is an SEC-registered investment adviser (CRD 286527). Regulatory assets under management: $43.4M.

Registration

• CRD: 286527
• Type: Registered investment adviser
• Location: 1147 HILLTOP DRIVE, REDDING, CA, 96003
• Phone: 530-605-1241
• Latest filing: 2026-03-16
• Regulatory AUM: $43.4M
• Discretionary AUM: $43.4M
• Clients: 1
• Accounts: 154

Business model

Compensation: % of AUM, Hourly, Fixed.

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 286527 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search