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Home > Retirement Planners > missouri > saint louis > PARA WEALTH ADVISORS, INC.
PARA WEALTH ADVISORS, INC.
2005 Se 192nd Ave Suite 200
Camas, Washington 98607
Tel: 3605587058
About PARA WEALTH ADVISORS, INC.
PARA WEALTH ADVISORS, INC, formally registered with the SEC as PARA WEALTH ADVISORS, INC. The firm was established in 08/18/2022. They have over 2 offices throughout the country.
PARA WEALTH ADVISORS, INC. is a Camas, Washington based Financial Planning firm with nearly $194,810,968 assets under management, offering retirement planning & investment advisory services to 823 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322683 |
| SEC# | 801-126401 |
| Assets Managed by Firm | $194,810,968 |
| No. of Clients | 823 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 823 | $194,810,968 |
| Individuals (other than high net worth individuals) | 192 | $83,385,529 |
| High net worth individuals | 65 | $111,425,439 |
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|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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