PARATUS WEALTH MANAGEMENT, LLC

Overview

Paratus Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and selection of external advisers. The firm operates as a capital allocator, combining exchange-traded equities and mutual funds with allocations to third-party alternative managers. Fee arrangements are flexible — percentage of AUM alongside hourly and fixed-fee engagements — which supports both ongoing investment management relationships and project-based planning work. Paratus does not identify as an ESG-focused investor and is not a multi-state adviser; it also lists an insurance company affiliation, indicating integration of insurance solutions within client planning when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices