Parady Wealth Management
Firm details
- Headquarters
- The Villages, Florida
- CRD number
- 169997
- Registered since
- January 10, 2022
- Website
- www.blueprintwealthllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals86.69%
- HNWI11.6%
- Charitable Organizations1.15%
- Pension & Profit Sharing Plans0.45%
- Corporations / Businesses0.1%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Parady Wealth Management is an SEC-registered limited liability company that began regulatory reporting in 2022 and operates as a fee-based advisor charging a percentage of assets under management. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals and small businesses and engaging in the selection of outside advisers. Parady identifies itself as a capital allocator and uses third-party managers as part of its solution set.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents53%
- Public Funds/Mutual Funds34%
- Exchange Traded Equities12%
- Other1%
Owners & executives
1 of 1
Sarah Alderman
President, CEOCRD 4262580
Contacts
3 of 6
Kathleen Laseter
PartnerCRD 6278035
Jared Vock
Insurance AgentCRD 6948318
Kelly Burkhead
Vice President of SalesCRD 4977053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
The Villages, FL
Sumter
Location
The Villages, FL
Headquartered in The Villages, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Sumter
- Address
- 3602 Kiessel Rd
- Time zone
- ET (UTC-5)
- Office locations
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