Parrott Wealth Management, LLC

Parrott Wealth Management, LLC (CRD# 277121) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $184,498,678 in 506 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9235 N. Union Blvd., Ste 150, Colorado Springs, CO 80920
https://www.parrottwealth.com/
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Parrott Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Parrott, financial advisor Colorado Springs CO
William R. Parrott
CRD#: 1941751
Colorado Springs, CO

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

2
Spencer Engelke, financial advisor Colorado Springs CO
Spencer T. Engelke
CRD#: 7441401
Colorado Springs, CO

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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