Updated:
Parker Wealth Management
PARKER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WINDSOR, CT. The firm manages $17 million in assets, $11 million on a discretionary...
Parker Wealth Management
PARKER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WINDSOR, CT. The firm manages $17 million in assets, $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Parker Wealth Management?
The firm has not publicly identified its principals or investment committee members. No named individuals appear in regulatory filings or professional profiles linked to the firm.
Is Parker Wealth Management a family office?
There is no evidence in the public record that Parker Wealth Management operates as a single-family office. Its regulatory classification as a registered investment advisor suggests a conventional wealth management practice serving multiple clients.
Does Parker Wealth Management disclose its assets under management?
The firm has not published an AUM figure. No third-party data vendors or regulatory filings provide a verifiable number.
What investment approach does Parker Wealth Management use?
No investment strategy, asset-allocation framework, or manager-selection methodology has been publicly disclosed by the firm.
Where is Parker Wealth Management located?
The firm's headquarters city and state are not independently confirmed. No physical office address appears in available public records.
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: