Parisi Gray Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, insurance, and philanthropic planning. Financial planning was provided to 51–100 clients last fiscal year.
Parisi Gray Wealth Management reports 203 clients. They include 108 high-net-worth individuals and 95 individual clients. Of its assets, 98.2% ($782M across 1,059 accounts) are managed with discretion; $14.3M across 24 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 5% |
| High-net-worth individuals | 53% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 95 | $40.2M | 5.0% | $423K |
| High-net-worth individuals | 108 | $756M | 95.0% | $7M |
| Total | 203 | $796M | 100% | $3.92M |
- Clients
- 95
- Regulatory AUM
- $40.2M
- AUM share
- 5.0%
- Avg. per client
- $423K
- Clients
- 108
- Regulatory AUM
- $756M
- AUM share
- 95.0%
- Avg. per client
- $7M
Total
- Clients
- 203
- Regulatory AUM
- $796M
- AUM share
- 100%
- Avg. per client
- $3.92M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Parisi Gray Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
John Parisi owns 50% to 75% of Parisi Gray Wealth Management. The leadership team of Parisi Gray Wealth Management includes Chief Investment Officer John Parisi and Chief Compliance Officer David Gray. It has 7 employees, 2 of them in advisory roles.
Leadership
David GrayMember/Chief Compliance Officer
John ParisiManaging Member and Chief Investment Officer- Christina ThomasChief Administrative Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Parisi Gray Wealth Management, LLC
John Parisi
Control person · since December 2016
- Owns 25% to 50% of Parisi Gray Wealth Management, LLC
David Gray
Control person · since December 2016
- Owns 5% to 10% of Parisi Gray Wealth Management, LLC
Christina Thomas
since December 2016
Parisi Gray Wealth Management’s regulatory assets grew 1.6× from $507M (February 2021) to $796M (February 2026); clients rose from 182 to 203 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $796M | 203 | 7 | 1 |
| January 2025 | $690M | 204 | 6 | 1 |
| February 2024 | $575M | 200 | 6 | 1 |
| March 2023 | $484M | 207 | 5 | 1 |
| May 2022 | $569M | 187 | 5 | 1 |
| February 2021 | $507M | 182 | 5 | 1 |
Besides its headquarters, Parisi Gray Wealth Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 5 Cold Hill Road S, Suite 1, MendhamHQ
Contact and registration details
- Legal name
- Parisi Gray Wealth Management, LLC
- Headquarters
- 5 Cold Hill Road S, Suite 1, Mendham, NJ 07945
- Website
- parisigray.com
- Phone
- 973-358-4921
- @93341651
- SEC file
- 801-108904
- Founded
- 2016
- Structure
- Delaware LLC
- Fiscal year end
- December
Parisi Gray Wealth Management uses Pershing ($778M) as custodian for its separately managed accounts. Parisi Gray Wealth Management has custody of $81.1M in client assets for 23 clients.
- PershingPershing LLC · Jersey City, NJ · $778M100%
At year end, Parisi Gray Wealth Management’s separately managed accounts were mostly in stocks (58%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $487M across 155 positions; the largest are Vanguard Index Fds (9.2%), Invesco Qqq TR (5.7%) and Nvidia Corporation (5.0%).
What the accounts hold
- Stocks58%
- Funds29%
- Registered funds26%
- Pooled vehicles3%
- Bonds12%
- U.S. government and agency bonds9%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $487M
- Reported 13F value
- 155
- Positions
- 45.1%
- In the 10 largest
- +16.1%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs9.2%
- Invesco Qqq TR · Unit Ser 15.7%
- Nvidia Corporation5.0%
- Vanguard Index Fds · Total Stk Mkt4.8%
- Profesionally Managed Portfo · Akre Focus ETF4.4%
- iShares TR · Core S&P500 ETF3.7%
- Wisdomtree TR · Floatng Rat Trea3.4%
- Apple Inc.3.2%
- Alphabet Inc. · Cap Stk CL A2.8%
- Palantir Technologies Inc. · CL A2.8%
Together, the ten largest are 45.1% of reported value.
How many clients does Parisi Gray Wealth Management have?
Parisi Gray Wealth Management has 203 clients and manages $796 million for them, as of February 2026. They include 108 high-net-worth individuals and 95 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Parisi Gray Wealth Management offer?
Parisi Gray Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Parisi Gray Wealth Management use?
Parisi Gray Wealth Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $778M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Parisi Gray Wealth Management have?
Parisi Gray Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are 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 Parisi Gray Wealth Management invest in?
At the end of its last fiscal year, Parisi Gray Wealth Management’s separately managed accounts held 58% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 2% investment grade corporate bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Parisi Gray Wealth Management?
Parisi Gray Wealth Management’s direct owners are David Gray (25% to 50%), John Parisi (50% to 75%) and Christina Thomas (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Parisi Gray Wealth Management get paid?
Parisi Gray Wealth Management is paid through a percentage of assets under management. 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 Parisi Gray Wealth Management?
Parisi Gray Wealth Management’s main office is at 5 Cold Hill Road S, Suite 1, Mendham, NJ 07945. Its phone number is 973-358-4921. Its website is parisigray.com.