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PARCO WEALTH MANAGEMENT LLC

· CRD 306826 · IAPD ↗ · goparcowealth.com · 2026881990

$21.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2024 — PARCO WEALTH MANAGEMENT LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2024 — PARCO WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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