Precipio Wealth Management LLC
Precipio Wealth Management LLC (CRD# 150310) is a financial advisory firm headquartered in Mclean, VA. They manage $179,520,209 in 588 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management180MILLION
Total Number of Accounts588ACCOUNTS
Average Account Value$305,306
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, FL, MD, NC, NY, TX, VA
Edgar Parrish (CRD# 601959) is an Investment Advisor Representative working at Precipio Wealth Management LLC in Mclean, VA and has over 36 years of experience in the finance industry. Edgar Parrish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Katherine Parrish (CRD# 1071986) is an Investment Advisor Representative working at Precipio Wealth Management LLC in Mclean, VA and has over 13 years of experience in the finance industry.