PARALLEL WEALTH MANAGEMENT

Overview

Parallel Wealth Management is an independent registered investment adviser operating as a limited liability company that provides financial planning and portfolio management services focused on individuals, families and small businesses. The firm runs discretionary portfolios and charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — depending on client engagement. Filings show a clear equity preference: the firm largely builds portfolios around exchange-traded equities and uses mutual funds and third-party managers where appropriate. The firm does not position itself as a capital allocator; instead it implements externally managed funds and listed securities to deliver client outcomes. Parallel Wealth Management is not flagged as an active ESG investor and appears to serve a regional client base rather than operating as a multi-state or pension consultant. Its advisory activity concentrates on financial planning and customized portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices