{
  "crd_number": 322683,
  "slug": "para-wealth-advisors-inc-camas-wa-322683",
  "primary_business_name": "PARA WEALTH ADVISORS, INC.",
  "legal_name": "PARA WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": "Camas",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-20",
  "carried_forward": false,
  "raum_total": 221029745.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 221029745.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 79358440.0,
      "count": 179
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 141671305.0,
      "count": 78
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/in/stacy-rerick-cfp%C2%AE-ceft%C2%AE-cdfa%C2%AE-0ab86ba2",
    "https://linkedin.com/in/teresa-teri-meyer-cfa-0142b320",
    "https://parawealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322683",
  "city_as_filed": "CAMAS",
  "url": "https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683",
  "display_name": "Para Wealth Advisors, Inc.",
  "summary": "Para Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Camas, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.",
  "citation": "AdvisorCensus. Para Wealth Advisors, Inc. (CRD 322683): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Para Wealth Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Para Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Para Wealth Advisors, Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated January 15, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Para Wealth Advisors, Inc. located?",
      "a": "Para Wealth Advisors, Inc.'s principal office is in Camas, WA, according to its Form ADV."
    },
    {
      "q": "Is Para Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Para Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322683."
    },
    {
      "q": "How much does Para Wealth Advisors, Inc. manage?",
      "a": "Para Wealth Advisors, Inc. reports $221,029,745 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (0% discretionary)."
    },
    {
      "q": "How have Para Wealth Advisors, Inc.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Para Wealth Advisors, Inc.: Regulatory assets under management: $0 in the October 2022 data and $221,029,745 in the October 2026 data. Total employees: 1 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Para Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (78)."
    },
    {
      "q": "Which custodians does Para Wealth Advisors, Inc. use?",
      "a": "Para Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Para Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322683"
    },
    {
      "q": "Does Para Wealth Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 15, 2026 says: \"Para Wealth Advisors has an account balance minimum of $500,000. We will make exceptions to this minimum under certain circumstances.\""
    },
    {
      "q": "What changed in Para Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $194,810,968 to $221,029,745 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 139664673.0,
      "total_employees": 4,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 161690609.0,
      "total_employees": 4,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 194810968.0,
      "total_employees": 4,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 221029745.0,
      "total_employees": 4,
      "filing_date": "2026-04-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $194,810,968 to $221,029,745 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 15, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The fees charged generally vary between 0.50% and 2% of assets under management. The exact fee is based upon the client relationship, the amount of assets under management, and the specific needs of the client; however, fees may be negotiable."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Para Wealth Advisors has an account balance minimum of $500,000. We will make exceptions to this minimum under certain circumstances."
        ]
      }
    ],
    "quotes": [
      "The fees charged generally vary between 0.50% and 2% of assets under management. The exact fee is based upon the client relationship, the amount of assets under management, and the specific needs of the client; however, fees may be negotiable.",
      "Para Wealth Advisors has an account balance minimum of $500,000. We will make exceptions to this minimum under certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 179,
      "fewer_than_5": false,
      "raum": 79358440.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 78,
      "fewer_than_5": false,
      "raum": 141671305.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322683",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}