RIA Intel›Advisers›Connecticut›PARKER WEALTH MANAGEMENT, LLC

PARKER WEALTH MANAGEMENT, LLC

Advisory

WINDSOR, CT

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in CT

#1,157

of 1,312 advisers by AUM

Average account

$324K

across 51 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$11M

Non-Discretionary AUM$6M

Discretionary %63.6%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

HAVEN ASSET MANAGEMENT (INTERVAL FUNDS) LLC

$16M

GRANITE HILL CAPITAL MANAGEMENT, LLC

$16M

CALM RIVER CAPITAL LLC

$17M

VINYA CAPITAL LP

$17M

$16M

$17M

Get the full picture on PARKER WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PARKER WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans