# Paratus Wealth Management

Paratus Wealth Management is a RIA based in Long Lake, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Long Lake, United States
- **Region:** North America
- **Address:** Paramus, NJ, United States
- **Assets under management:** Undisclosed
- **Website:** https://paratuswealth.com

## Regulatory record

- **CRD number:** 137103
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137103

## About

Paratus Wealth Management, LLC provides independent financial planning and investment management services to individuals, families, and institutions. Wealth management services are built around long-term preservation and appreciation of capital. The firm develops and manages individually customized investment portfolios using stocks, bonds, ETFs, mutual funds and other vehicles, and is a registered investment advisor with Minnesota and South Carolina.

## Questions

### How does Paratus Wealth Management structure its client portfolios?

The firm builds portfolios using mutual funds, ETFs, individual stocks, and bonds, with asset allocation driven by client risk tolerance, time horizon, and financial objectives. Regulatory filings indicate use of third-party custodians such as Charles Schwab for trade execution and custody, reflecting an independent RIA model rather than a proprietary investment platform.

## Related profiles

- [Eddleman & Eddleman](https://altss.com/profile/eddleman-and-eddleman-inc)
- [Millennium Portfolio Advisors](https://altss.com/profile/millennium-portfolio-advisors)

---

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

Canonical page: https://altss.com/profile/paratus-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology