PARCO WEALTH MANAGEMENT LLC
Adviser information for PARCO WEALTH MANAGEMENT LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | District of Columbia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 131 | $8.2M |
| Non-Discretionary | 0 | $0 |
| Total | 131 | $8.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 131 | $8.2M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planning |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-125736 |
|---|---|
| SEC ERA File Number | 801-125736 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306826 |
| Legal Entity Identifier | None |
Principal Office
2000 PENNSYLVANIA AVENUE#7000
WASHINGTON
DC
United States
Monday - Friday, 8:00 - 8:00 (ET)
Tel: (833) 467-2726, Fax: (202) 915-0569
Chief Compliance Officer
DANIEL G HAMPEL
MANAGING MEMBER AND FINANCIAL ADVISOR
1040A ART HILL PLACE
ST LOUIS
MO
United States
Tel:
202-688-1990
D******@**********M
(Full email address available in API data)
Regulatory Contact
JOHN B MANTIA
MANAGING MEMBER
2000 PENNSYLVANIA AVE
#7000
WASHINGTON
DC
United States
Tel:
2026883056
J******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Mantia, John, Bernard | Individual | – | MANAGING MEMBER | 04/2022 | 50-75% |
| Hampel, Daniel, Gary | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 01/2023 | 50-75% |