Parady Wealth Management

RIASEC RegisteredEst. 2022

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$50.7K

Accounts

2,877

Employees

Advisory reps

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

FINTRX

Overview

Parady Wealth Management operates as an LLC that registered with the SEC in 2022. The firm serves both individual/family and institutional clients and bills on a percentage-of-assets-under-management basis. Its advisory work centers on portfolio management for individuals and small businesses and on selecting and overseeing third-party managers — the firm identifies itself as a capital allocator. Parady is not designated as an active ESG investor, is not a pension consultant, and does not report related-adviser status. Parady’s ownership is reported as a combination of a domestic entity and an individual. The firm lists industry relationships with accountants and an insurance company, which likely support its financial planning and risk-transfer offerings.