Para Wealth Advisors, Inc.
● SEC registered since 2022CRD 322683SEC# 801-126401Camas, WA
Reg. AUM
$221M
Employees
4
Accounts
845
Location
Camas, WA
Para Wealth Advisors, Inc. assets under management
Para Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Camas, WA. The firm has been registered since 2022. It reports $221 million in regulatory assets under management and employs 4 people.
Para Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stacy Lynn Rerick Control | Owner And Cco | Over 75% | 2022 |
Frequently asked questions
How much does Para Wealth Advisors, Inc. manage?
Para Wealth Advisors, Inc. reports $221 million in regulatory assets under management on its Form ADV.
How many employees does Para Wealth Advisors, Inc. have?
Para Wealth Advisors, Inc. reports 4 employees.
Where is Para Wealth Advisors, Inc. located?
Para Wealth Advisors, Inc. is based in Camas, WA and has been SEC-registered since 2022.
Does Para Wealth Advisors, Inc. disclose fund performance?
Para Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2005 SE 192nd Ave Suite 200, Camas, WA 98607 |
| Phone | 3605587058 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$221Mregulatory AUM
Discretionary $0Non-discretionary $221M