PARKER WEALTH MANAGEMENT, LLC

Overview

Parker Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and supplements its practice with hourly advisory fees when appropriate. Investment activity is centered on liquid, exchange-listed securities and mutual funds, with discretionary management offered for a portion of client relationships. Parker Wealth Management works with external managers for selected alternative exposures — primarily hedge funds, real estate and REIT strategies — to complement its public-market allocations. The adviser is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices