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Firm profile

Para Wealth Advisors, Inc..

CAMAS, WACRD 322683Latest ADV April 20, 2026

Para Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Camas, WA. Its latest Form ADV filing, dated April 20, 2026, reports $221M in regulatory assets under management, 4 employees, 3 offices, and 845 accounts.

Assets Under Management
$221M
Employees
4
Offices
3 offices
Total Clients
257
Primary office
CAMAS, WA
2005 SE 192ND AVE SUITE 200, CAMAS, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOStacy L. Rerick

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
179
2
HNWI
30.4%
78

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$221Mas of April 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$221M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$221M
Total Accounts845
10Y AUM Change+$221M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee64:1
10Y Employee Change+3 (+300.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.