Pariter Wealth Management Group LLC

Overview

Pariter Wealth Management Group LLC is a state registered investment adviser based in Guaynabo, PR, registered since 2016. It reports $10.6M in assets under management across 27 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$10.6M

Discretionary

100%

Accounts

27

Average account

$391K

Employees

3

Advisory reps

3

Registered since

2016

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Francisco Jose Rivera President CRD 2303039
• Eduardo Sotomayor Alamo Chief Compliance Officer CRD 4479048

Advisory reps 3 of 3

• Braulio Luis Nieves Roman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4314517
• Francisco Jose Rivera Fernandez Registered Rep · Investment Adviser Rep CRD 2303039
• Eduardo Sotomayor Alamo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4479048

Location

Headquarters

243 Carretera #2
Guaynabo, PR 00966

Metro area

San Juan-Bayamón-Caguas, PR

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: pariterwmg.com

Every state, with registration dates

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