Updated:
Parallel Wealth Management
PARALLEL WEALTH MANAGEMENT is an SEC-registered investment adviser in REDDING, CA. The firm manages approximately $43 million in regulatory assets.
Parallel Wealth Management
PARALLEL WEALTH MANAGEMENT is an SEC-registered investment adviser in REDDING, CA. The firm manages approximately $43 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Parallel Wealth Management?
No named investment professionals or decision-makers have been publicly identified. The firm does not list a CEO, CIO, or managing principal on any accessible platform, and no media reports name leadership.
What is the AUM of Parallel Wealth Management?
Parallel Wealth Management does not disclose its assets under management in any public source. The firm's AUM band is categorized as Undisclosed.
How does Parallel Wealth Management source deal flow?
The firm's sourcing model is not publicly described. Without confirmed activity in direct deals, fund commitments, or co-investments, proprietary sourcing cannot be assessed.
Is Parallel Wealth Management a single-family office or a multi-family office?
The firm's structure is not publicly classified. Its RIA registration could support either single-family or multi-family client relationships, but no official designation exists.
What investment stages or sectors does Parallel Wealth Management target?
No sector preferences, stage focus, or geographic mandates have been disclosed. The firm's investment strategy is unknown to outside observers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: