Parisi Gray Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mendham, NJ. Its latest Form ADV filing, dated February 5, 2026, reports $796M in regulatory assets under management, 7 employees, and 1,083 accounts.
Assets Under Management
$796M
Employees
7
Offices
--
Total Clients
203
Primary office
MENDHAM, NJ
5 COLD HILL ROAD S, SUITE 1, MENDHAM, NJ, 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 segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
108
2
Individuals
46.8%
95
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$796Mas of February 5, 2026
Discretionary98.2%
$782M
98% of total RAUM98.2%
Non-discretionary1.8%
$14M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$796M
Total Accounts1,083
10Y AUM Change+$646M (+430.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change+3 (+75.0%)
* 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.