firm profile
Parker Wealth Management, LLC
Overview
Parker Wealth Management, LLC is a state registered investment adviser based in Windsor, CT, registered since 2014. It reports $16.5M in assets under management across 51 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $16.5M
- Discretionary
- 64%
- Accounts
- 51
- Average account
- $324K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2014
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Jeffrey Parker Smith Principal, Owner, Chief Compliance Officer CRD 5900988
Advisory reps 1 of 1
- Jeffrey Parker Smith Investment Adviser Rep CRD 5900988
Location
- Headquarters
- 360 Bloomfield Ave Ste 301
Windsor, CT 06095 - County
- Capitol
- Metro area
- Hartford-East Hartford-Middletown, CT
- Region
- Northeast
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: parkerwm.com
Every state, with registration dates
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