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Parallel Wealth Management
Parallel Wealth Financial Group provides retirement planning and ongoing investment management through its Retirement Income Program™. The firm updates...
Overview
Parallel Wealth Financial Group provides retirement planning and ongoing investment management through its Retirement Income Program™. The firm updates clients' plans, coordinates withdrawals and tax strategy, and works with partnered Portfolio Managers so investments stay aligned with retirement income needs.
General information
Firm type
RIA
Location
City
Langley
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.
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.
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