Parrott Wealth Management, LLC

Parrott Wealth Management, LLC (CRD# 277121) is a financial advisory firm headquartered in Austin, TX. They manage $184,498,678 in 506 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $364,622
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Parrott Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William R. Parrott
CRD#: 1941751
6500 River Place Blvd, Suite 250, Bldg 7, Austin, TX 78730

William Parrott (CRD# 1941751) is an Investment Advisor Representative working at Parrott Wealth Management, LLC in Austin, TX and has over 34 years of experience in the finance industry.

2
Spencer T. Engelke
CRD#: 7441401
6500 River Place Blvd, Suite 250, Bldg 7, Austin, TX 78730

Spencer Engelke (CRD# 7441401) is an Investment Advisor Representative working at Parrott Wealth Management, LLC in Austin, TX and has over 3 years of experience in the finance industry.

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