{"url":"https://nivawealth.com/firms/para-wealth-advisors-322683","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322683","regulatoryAum":221029745,"crd":"322683","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5234674","suffix":null,"lastName":"KARELLA","firstName":"COURTNEY","middleName":"Marie"},{"crd":"2608358","suffix":null,"lastName":"MEYER","firstName":"TERESA","middleName":"DAWN 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Para Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Para Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Para Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Para Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Para Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Para Wealth Advisors have a minimum investment?","answer":"Yes, Para Wealth Advisors’ minimum account size for its Portfolio management is $500K.","source":"ADV 2A, filed 15 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Para Wealth Advisors?","answer":"Para Wealth Advisors’ direct owner is Stacy Rerick (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Para Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Para Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}