49TH PARALLEL WEALTH MANAGEMENT

Overview

49th Parallel Wealth Management is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and discretionary portfolio management for individual and small-business clients and bills using a mix of percentage-of-AUM, hourly, and fixed fees. The adviser identifies as an active ESG investor and is not positioned as a capital allocator or institutional pension consultant. 49th Parallel operates a small, client-focused practice rather than a multi-state or multi-office network. Its advisory activity centers on customized planning and portfolio oversight rather than running pooled funds or large-scale institutional programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices