# Pariter Wealth Management

Pariter Wealth Management is a Bank / Wealth / Trust based in Guaynabo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Guaynabo, United States
- **Region:** North America
- **Address:** Guaynabo, Puerto Rico
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** pariterwealth.com
- **LinkedIn:** https://www.linkedin.com/company/pariter-securities-llc

## Regulatory record

- **CRD number:** 146622
- **SEC file number:** 801-69079
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146622

## About

Pariter Wealth Management is an SEC-registered investment adviser in Guaynabo, PR. The firm manages $11 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Why is Pariter Wealth Management located in Puerto Rico?

Puerto Rico's Act 60 legislation offers significant tax incentives for financial services firms and their clients, including reduced income tax rates and capital gains exemptions. A number of wealth managers and advisors have relocated to the island over the past decade, particularly to Guaynabo's financial services corridor, to serve mainland US clients from this jurisdiction. Pariter operates within that ecosystem.

## Related profiles

- [PARfinance SA](https://altss.com/profile/parfinance-sa)
- [Park Avenue Investment Advisory](https://altss.com/profile/park-avenue-investment-advisory)

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Last updated: 2026-06-03T20:00:00.000Z

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

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