Parisi Gray Wealth Management, LLC
● SEC registered since 2016CRD 286388SEC# 801-108904Mendham, NJ
Reg. AUM
$796M
Employees
7
Accounts
1,083
Location
Mendham, NJ
Parisi Gray Wealth Management, LLC assets under management
Parisi Gray Wealth Management, LLC is an SEC-registered investment adviser based in Mendham, NJ. The firm has been registered since 2016. It reports $796 million in regulatory assets under management and employs 7 people.
Parisi Gray Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Marie Thomas | Chief Administrative Officer | 5-10% | 2016 |
| David P Gray Control | Member/Chief Compliance Officer | 25-50% | 2016 |
| John Francis Parisi Control | Managing Member And Chief Investment Officer | 50-75% | 2016 |
Frequently asked questions
How much does Parisi Gray Wealth Management, LLC manage?
Parisi Gray Wealth Management, LLC reports $796 million in regulatory assets under management on its Form ADV.
How many employees does Parisi Gray Wealth Management, LLC have?
Parisi Gray Wealth Management, LLC reports 7 employees.
Where is Parisi Gray Wealth Management, LLC located?
Parisi Gray Wealth Management, LLC is based in Mendham, NJ and has been SEC-registered since 2016.
Does Parisi Gray Wealth Management, LLC disclose fund performance?
Parisi Gray Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Cold Hill Road S, Suite 1, Mendham, NJ 07945 |
| Phone | 973-358-4921 |
| Fax | 973-358-4928 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1716659 |
| Discloses disciplinary history | No |
Regulatory AUM
$796M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$796Mregulatory AUM
Discretionary $781.8MNon-discretionary $14.3M