# Parallel Wealth Management

Parallel Wealth Management is a RIA based in Langley.

## Overview

- **Organization type:** RIA
- **Headquarters:** Langley
- **Assets under management:** Undisclosed
- **Website:** parallelwealth.com
- **LinkedIn:** https://www.linkedin.com/company/dariencroce

## Regulatory record

- **CRD number:** 286527
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286527

## About

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.

## 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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Last updated: 2026-08-11T15:07:41.444Z

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