Paratus Wealth Management, LLC

Overview

Paratus Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator to individuals and families, offering advisory work centered on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Paratus does not identify as an active ESG investor and does not report multi‑state adviser status or related‑adviser relationships. The firm lists an insurance company affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices