THE VILLAGES, FLCRD 169997Latest ADV March 31, 2026
Parady Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Villages, FL. Its latest Form ADV filing, dated March 31, 2026, reports $146M in regulatory assets under management, 19 employees, 3 offices, and 2,877 accounts.
Assets Under Management
$146M
Employees
19
Offices
3 offices
Total Clients
1,282
Primary office
THE VILLAGES, FL
3602 KIESSEL ROAD, THE VILLAGES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
1,249
2
Pension Plans
1.6%
21
3
HNWI
0.9%
12
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 31, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts2,877
10Y AUM Change+$41M (+39.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee67:1
10Y Employee Change+14 (+280.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.