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PARABLE WEALTH ADVISORS

ST AUGUSTINE, FL · CRD 304873 · IAPD ↗ · parableadvisors.com · (904) 420-0008

$176.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PARABLE WEALTH ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — PARABLE WEALTH ADVISORS reported RAUM up 25% ($140.9M -> $176.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — PARABLE WEALTH ADVISORS (ST AUGUSTINE, FL) is newly SEC-registered with $140.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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