PARA WEALTH ADVISORS, INC.

Overview

Para Wealth Advisors, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients (and small businesses). The firm is organized as a corporation, is owned by an individual, and registered with the SEC in 2022. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Para Wealth does not identify as an active ESG investor and reports it is not a multi-state or pension consulting adviser; it also does not act as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives