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).
Current Firm Details
By the Numbers
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Total Assets Under Management184MILLION
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Total Number of Accounts506ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Parrott Wealth Management, LLC
1
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 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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