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PARISI GRAY WEALTH MANAGEMENT, LLC

MENDHAM, NJ · CRD 286388 · IAPD ↗ · 973-358-4921

$796.0MRegulatory AUM
2Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2024 — PARISI GRAY WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2024 — PARISI GRAY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($483.7M -> $574.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
February 2024 — PARISI GRAY WEALTH MANAGEMENT, LLC moved its main office from BEDMINSTER, NJ to MENDHAM, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.