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Parisi Gray Wealth Management, LLC

● SEC registered since 2016CRD 286388SEC# 801-108904Mendham, NJ
Export (members)
Reg. AUM
$689.9M
Employees
6
Accounts
1,045
Location
Mendham, NJ

Parisi Gray Wealth Management, LLC assets under management

Parisi Gray Wealth Management, LLC is an SEC-registered investment adviser based in Mendham, NJ. The firm has been registered since 2016. It reports $689.9 million in regulatory assets under management and employs 6 people.

Parisi Gray Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christina Marie ThomasChief Administrative Officer5-10%2016
David P Gray ControlMember/Chief Compliance Officer25-50%2016
John Francis Parisi ControlManaging Member50-75%2016

Frequently asked questions

How much does Parisi Gray Wealth Management, LLC manage?

Parisi Gray Wealth Management, LLC reports $689.9 million in regulatory assets under management on its Form ADV.

How many employees does Parisi Gray Wealth Management, LLC have?

Parisi Gray Wealth Management, LLC reports 6 employees.

Where is Parisi Gray Wealth Management, LLC located?

Parisi Gray Wealth Management, LLC is based in Mendham, NJ and has been SEC-registered since 2016.

Does Parisi Gray Wealth Management, LLC disclose fund performance?

Parisi Gray Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Cold Hill Road S, Suite 1, Mendham, NJ 07945
Phone973-358-4921
Fax973-358-4928
Office hours9:00 a.m.- 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1716659
Discloses disciplinary historyNo

Assets under management

Discretionary$679.9M
Non-discretionary$10.1M
Total (RAUM)$689.9M