Pariter Wealth Management Group LLC

Pariter Wealth Management Group LLC (CRD# 146622) is a financial advisory firm headquartered in Guaynabo, PR. They manage $141,248,005 in 464 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $304,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, PR, TX

Financial Advisors at Pariter Wealth Management Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Braulio L. Nieves Roman
CRD#: 4314517
243 Carretera #2, Guaynabo, PR 00966
93
Wealthminder
score

Braulio Nieves Roman (CRD# 4314517) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 12 years of experience in the finance industry.

2
Javier F. Reyes Colon
CRD#: 3014365
243 Carretera #2, Guaynabo, PR 00966
93
Wealthminder
score

Javier Reyes Colon (CRD# 3014365) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 17 years of experience in the finance industry.

3
Francisco J. Rivera Fernandez
CRD#: 2303039
243 Carretera #2, Guaynabo, PR 00966
83
Wealthminder
score

Francisco Rivera Fernandez (CRD# 2303039) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 17 years of experience in the finance industry.

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