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PARALLEL WEALTH MANAGEMENT
PARALLEL WEALTH, LLC
CRD 286527
1147 HILLTOP DRIVE, REDDING, CA, 96003, United States
Phone
530-605-1241
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$43.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $7.5M |
| High net worth individuals | 11 | $34.6M |
| Pension/profit sharing plans | 6 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD