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PARADY WEALTH MANAGEMENT
3602 Kiessel Road
The Villages, Florida 32163-2910
Tel: 352-674-3911
About PARADY WEALTH MANAGEMENT
PARADY WEALTH MANAGEMENT, formally registered with the SEC as PARADY WEALTH MANAGEMENT. The firm was established in 01/10/2022. They have over 1 offices throughout the country.
PARADY WEALTH MANAGEMENT is a The Villages, Florida based Financial Planning firm with nearly $156,088,190 assets under management, offering retirement planning & investment advisory services to 1940 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169997 |
| SEC# | 801-123022 |
| Assets Managed by Firm | $156,088,190 |
| No. of Clients | 1940 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1940 | $156,088,190 |
| Individuals (other than high net worth individuals) | 888 | $103,414,002 |
| High net worth individuals | 50 | $50,152,714 |
| Pension and profit sharing plans | Fewer than 5 clients | $875,459 |
| Corporations or other businesses | Fewer than 5 clients | $1,646,015 |
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|---|---|---|---|
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