Paraiba Wealth Management LLC

Overview

Paraiba Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm’s client focus is individuals and families and it offers financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, which supports both ongoing wealth management and project-based planning work. Investment activity skews toward liquid, listed securities: the firm’s stated preference is equity exposure delivered mainly through exchange-traded vehicles. While equities form the core of portfolio construction, Paraiba Wealth Management also works with third‑party managers and products to access non‑core exposures when appropriate. The adviser does not flag itself as an ESG investor, and it operates from a single-state footprint rather than as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices