Para Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Para Wealth Advisors reports 257 clients. They include 179 individual clients and 78 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $221M across 845 accounts are not. Of its clients, 1% are outside the U.S. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 36% |
| High-net-worth individuals | 30% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 179 | $79.4M | 35.9% | $443K |
| High-net-worth individuals | 78 | $142M | 64.1% | $1.82M |
| Total | 257 | $221M | 100% | $860K |
- Clients
- 179
- Regulatory AUM
- $79.4M
- AUM share
- 35.9%
- Avg. per client
- $443K
- Clients
- 78
- Regulatory AUM
- $142M
- AUM share
- 64.1%
- Avg. per client
- $1.82M
Total
- Clients
- 257
- Regulatory AUM
- $221M
- AUM share
- 100%
- Avg. per client
- $860K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Para Wealth Advisors charges 0.50%–2.00% a year for its Portfolio management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning (hourly)
- Financial planning services are billed by the hour at $450 per hour, with an estimated cost for the agreed scope given in advance.
Stacy Rerick owns 75% or more of Para Wealth Advisors. It has 4 employees, 2 of them in advisory roles.
Leadership
Stacy RerickOwner and CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Para Wealth Advisors, Inc.
Stacy Rerick
Control person · since June 2022
Para Wealth Advisors’ regulatory assets grew 1.6× from $140M (March 2023) to $221M (April 2026); clients rose from 213 to 257 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $221M | 257 | 4 | 4 |
| February 2025 | $195M | 257 | 4 | 2 |
| February 2024 | $162M | 219 | 4 | 2 |
| March 2023 | $140M | 213 | 4 | 2 |
Besides its headquarters, Para Wealth Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 2005 Se 192nd Ave Suite 200, CamasHQ
Contact and registration details
- Legal name
- Para Wealth Advisors, Inc.
- Headquarters
- 2005 Se 192nd Ave Suite 200, Camas, WA 98607
- Website
- parawealthadvisors.com
- Phone
- 360-558-7058
- SEC file
- 801-126401
- Structure
- Washington corporation
- Fiscal year end
- December
Para Wealth Advisors uses SEI Investments Distribution ($197M) as custodian for its separately managed accounts. Para Wealth Advisors does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $197M100%
At year end, Para Wealth Advisors’ separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks7%
- Funds86%
- Registered funds79%
- Pooled vehicles7%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Para Wealth Advisors have?
Para Wealth Advisors has 257 clients and manages $221 million for them, as of April 2026. They include 179 individual clients and 78 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Para Wealth Advisors offer?
Para Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Para Wealth Advisors charge?
Para Wealth Advisors charges 0.50%–2.00% a year for its Portfolio management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: ADV 2A, filed 15 January 2026
Which custodians does Para Wealth Advisors use?
Para Wealth Advisors’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $197M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Para Wealth Advisors have?
Para Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Para Wealth Advisors invest in?
At the end of its last fiscal year, Para Wealth Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 7% pooled vehicles (private funds and similar), 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Para Wealth Advisors have a minimum investment?
Yes, Para Wealth Advisors’ minimum account size for its Portfolio management is $500K.
Source: ADV 2A, filed 15 January 2026
Who owns Para Wealth Advisors?
Para Wealth Advisors’ direct owner is Stacy Rerick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Para Wealth Advisors get paid?
Para Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Para Wealth Advisors?
Para Wealth Advisors’ main office is at 2005 Se 192nd Ave Suite 200, Camas, WA 98607. Its phone number is 360-558-7058. Its website is parawealthadvisors.com.