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P3 Wealth Management
P3 Wealth is an end to end platform specialising in safeguarding and treasury management. It partners with BlackRock to offer eligible financial institutions...
Overview
P3 Wealth is an end to end platform specialising in safeguarding and treasury management. It partners with BlackRock to offer eligible financial institutions and corporates access to professionally managed, liquid (T+0 settlement) and transparent money market funds. The platform provides a fully digitalised experience with seamless onboarding, daily reporting and analytics, and automated dealing for subscriptions and redemptions.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Cordova
Corporate office
Tampa, FL, United States
Principals
Pasquale Jr. L. Palleschi
President
Sector focus
Frequently asked questions
How does P3 Wealth Management structure its investment services?
The firm integrates investment management with tax strategy and insurance structuring under one advisory umbrella. This allows client capital to be deployed into direct real estate, private credit, and insurance products with the tax implications pre-modeled, rather than retrofitted. Palleschi's background in accounting and tax planning is central to this combined approach.
Is P3 Wealth Management a registered investment advisor?
Yes, P3 Wealth Management operates as a registered investment advisor in the state of Florida. Its regulatory filings confirm its ongoing registration, which permits fee-based advisory services alongside its insurance and planning offerings.
What distinguishes P3 Wealth Management from a standard wealth management firm?
The firm embeds CPA-origin tax planning and insurance structuring into its investment process, creating a concurrent advisory model where asset selection, liability management, and estate planning are designed together. This architecture mirrors the integrated treasury function of an operating company more than the allocation-centric model of a conventional RIA.
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