RIA Intelligence

PARISI GRAY WEALTH MANAGEMENT, LLC

CRD #286388 SEC #801-108904 MENDHAM, NJ 973-358-4921
SEC Registered
Total AUM
$689.9M
Discretionary
$679.9M
Employees
6
Clients
51
Accounts
1,045

AUM Over Time

DateNov 2025
Total AUM$689.9M
Discretionary$679.9M
Non-Disc.$10.1M
Employees6
Clients0
DateJan 2025
Total AUM$689.9M
Discretionary$679.9M
Non-Disc.$10.1M
Employees6
Clients0
DateFeb 2024
Total AUM$574.7M
Discretionary$563.4M
Non-Disc.$11.3M
Employees6
Clients0
DateJan 2024
Total AUM$483.7M
Discretionary$469M
Non-Disc.$14.7M
Employees5
Clients0
DateMar 2023
Total AUM$483.7M
Discretionary$469M
Non-Disc.$14.7M
Employees5
Clients0
DateFeb 2023
Total AUM$483.7M
Discretionary$469M
Non-Disc.$14.7M
Employees5
Clients0
DateMay 2022
Total AUM$569.3M
Discretionary$553.2M
Non-Disc.$16.1M
Employees5
Clients0
DateMar 2022
Total AUM$569.3M
Discretionary$553.2M
Non-Disc.$16.1M
Employees5
Clients0
DateFeb 2021
Total AUM$506.6M
Discretionary$486.9M
Non-Disc.$19.7M
Employees5
Clients0
DateJun 2020
Total AUM$454.3M
Discretionary$442.4M
Non-Disc.$12M
Employees5
Clients0
DateFeb 2020
Total AUM$454.3M
Discretionary$442.4M
Non-Disc.$12M
Employees5
Clients0
DateMar 2019
Total AUM$391.7M
Discretionary$381.6M
Non-Disc.$10.1M
Employees5
Clients0
DateNov 2018
Total AUM$337.2M
Discretionary$324.2M
Non-Disc.$13M
Employees4
Clients0
DateOct 2018
Total AUM$337.2M
Discretionary$324.2M
Non-Disc.$13M
Employees4
Clients0
DateAug 2018
Total AUM$337.2M
Discretionary$324.2M
Non-Disc.$13M
Employees4
Clients0
DateMar 2018
Total AUM$337.2M
Discretionary$324.2M
Non-Disc.$13M
Employees4
Clients0
DateDec 2017
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees4
Clients0
DateMar 2017
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees4
Clients26
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0