PARITER WEALTH MANAGEMENT GROUP LLC
CRD #146622 SEC #801-69079 GUAYNABO, PR 787-781-2555
SEC Registered
Total AUM
$41.2M
Discretionary
$37.9M
Employees
3
Clients
26
Accounts
144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $41.2M | $37.9M | $3.3M | 3 | 0 |
| Mar 2019 | $41.2M | $37.9M | $3.3M | 3 | 0 |
| Jul 2018 | $51.6M | $47.5M | $4.1M | 3 | 0 |
| Mar 2018 | $51.6M | $47.5M | $4.1M | 3 | 0 |
| Mar 2017 | $147.1M | $146.7M | $345K | 5 | 26 |
| Dec 2016 | $141.2M | $141.2M | $0 | 5 | 26 |
| Mar 2016 | $141.2M | $141.2M | $0 | 5 | 26 |
| Jan 2016 | $148.5M | $148.5M | $0 | 4 | 26 |
| Jan 2016 | $148.5M | $148.5M | $0 | 4 | 26 |
| Aug 2015 | $148.5M | $148.5M | $0 | 4 | 26 |
| Aug 2015 | $148.5M | $148.5M | $0 | 4 | 26 |
| Mar 2015 | $148.5M | $148.5M | $0 | 4 | 26 |
| Jan 2015 | $128.1M | $128.1M | $0 | 5 | 200 |
| Jan 2015 | $128.1M | $128.1M | $0 | 5 | 200 |
| Mar 2014 | $128.1M | $128.1M | $0 | 5 | 200 |
| Mar 2013 | $102.8M | $82.8M | $20M | 4 | 200 |
| Jun 2012 | $96.3M | $95M | $1.3M | 1 | 26 |
| Jun 2012 | $86.5M | $85.1M | $1.3M | 1 | 26 |
| Mar 2012 | $86.5M | $85.1M | $1.3M | 1 | 26 |
| May 2011 | $85.4M | $84M | $1.4M | 5 | -- |
| Apr 2011 | $85.4M | $84M | $1.4M | 5 | -- |
| Sep 2009 | $37M | $37M | $0 | 5 | -- |
| Mar 2009 | $37M | $37M | $0 | 5 | -- |
DateJun 2019
Total AUM$41.2M
Discretionary$37.9M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2019
Total AUM$41.2M
Discretionary$37.9M
Non-Disc.$3.3M
Employees3
Clients0
DateJul 2018
Total AUM$51.6M
Discretionary$47.5M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2018
Total AUM$51.6M
Discretionary$47.5M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2017
Total AUM$147.1M
Discretionary$146.7M
Non-Disc.$345K
Employees5
Clients26
DateDec 2016
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees5
Clients26
DateJan 2016
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients26
DateJan 2016
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients26
DateAug 2015
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients26
DateAug 2015
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients200
DateJan 2015
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$102.8M
Discretionary$82.8M
Non-Disc.$20M
Employees4
Clients200
DateJun 2012
Total AUM$96.3M
Discretionary$95M
Non-Disc.$1.3M
Employees1
Clients26
DateJun 2012
Total AUM$86.5M
Discretionary$85.1M
Non-Disc.$1.3M
Employees1
Clients26
DateMar 2012
Total AUM$86.5M
Discretionary$85.1M
Non-Disc.$1.3M
Employees1
Clients26
DateMay 2011
Total AUM$85.4M
Discretionary$84M
Non-Disc.$1.4M
Employees5
Clients--
DateApr 2011
Total AUM$85.4M
Discretionary$84M
Non-Disc.$1.4M
Employees5
Clients--
DateSep 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--