# Panarella Wealth Management LLC

> Panarella Wealth Management LLC is a state-registered investment advisory firm in Hartford, CT, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 164181
- Filed as: PANARELLA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164181
- AdvisorCensus page: https://advisorcensus.com/firm/panarella-wealth-management-llc-hartford-ct-164181

## Quick answers

**How is Panarella Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Panarella Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Panarella Wealth Management LLC located?**
Panarella Wealth Management LLC's principal office is in Hartford, CT, according to its Form ADV.

**Is Panarella Wealth Management LLC registered with the SEC or a state?**
Panarella Wealth Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164181.

**How much does Panarella Wealth Management LLC manage?**
Panarella Wealth Management LLC reports $50,655,926 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (67% discretionary).

**What types of clients does Panarella Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (27).

**Does Panarella Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164181

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $50,655,926
- Discretionary: $34,007,186
- Non-discretionary: $16,648,740

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $5,749,027 |
| High net worth individuals | 28 | $44,906,899 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- panarellawealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Panarella Wealth Management LLC (CRD 164181): Form ADV filing data as of October 2026.