PANARELLA WEALTH MANAGEMENT LLC

Overview

Panarella Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients, plus small-business relationships. The firm combines financial planning and portfolio management with insurance brokerage services, charging clients primarily as a percentage of assets under management and, on occasion, hourly fees for planning work. Investment activity shows a clear tilt toward publicly traded equities as the core exposure, with discretionary and non-discretionary account workflows in place. The firm does not position itself as a multi-state or ESG-focused adviser and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices