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Para Wealth Advisors, Inc.

● SEC registered since 2022CRD 322683SEC# 801-126401Camas, WA
Export (members)
Reg. AUM
$194.8M
Employees
4
Accounts
823
Location
Camas, WA

Para Wealth Advisors, Inc. assets under management

Para Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Camas, WA. The firm has been registered since 2022. It reports $194.8 million in regulatory assets under management and employs 4 people.
www.parawealthadvisors.comView on SEC.gov ↗

Para Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stacy Lynn Rerick ControlOwner And CcoOver 75%2022

Frequently asked questions

How much does Para Wealth Advisors, Inc. manage?

Para Wealth Advisors, Inc. reports $194.8 million in regulatory assets under management on its Form ADV.

How many employees does Para Wealth Advisors, Inc. have?

Para Wealth Advisors, Inc. reports 4 employees.

Where is Para Wealth Advisors, Inc. located?

Para Wealth Advisors, Inc. is based in Camas, WA and has been SEC-registered since 2022.

Does Para Wealth Advisors, Inc. disclose fund performance?

Para Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2005 SE 192nd Ave Suite 200, Camas, WA 98607
Phone3605587058
Office hours9:00a.m. To 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$194.8M
Total (RAUM)$194.8M