# Para Wealth Advisors, Inc.

> 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.

- CRD: 322683
- Filed as: PARA WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camas, WA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322683
- AdvisorCensus page: https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683

## Quick answers

**How is Para Wealth Advisors, Inc. compensated?**
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).

**How much does Para Wealth Advisors, Inc. charge?**
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); Hourly rate: $450 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Para Wealth Advisors, Inc. located?**
Para Wealth Advisors, Inc.'s principal office is in Camas, WA, according to its Form ADV.

**Is Para Wealth Advisors, Inc. registered with the SEC or a state?**
Para Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322683.

**How much does Para Wealth Advisors, Inc. manage?**
Para Wealth Advisors, Inc. reports $221,029,745 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (0% discretionary).

**How have Para Wealth Advisors, Inc.'s assets and staff changed since 2022?**
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.

**What types of clients does Para Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (78).

**Which custodians does Para Wealth Advisors, Inc. use?**
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.

**Does Para Wealth Advisors, Inc. report any disciplinary disclosures?**
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

**Does Para Wealth Advisors, Inc. state an account minimum?**
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."

**What changed in Para Wealth Advisors, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $194,810,968 to $221,029,745 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Para Wealth Advisors has an account balance minimum of $500,000. We will make exceptions to this minimum under certain circumstances.

- Hourly rate: $450 an hour (Financial planning services)

> Financial planning services are billed by the hour with an estimated cost for completing the agreed upon scope of work will be provided to the client in advance at a rate of $450 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $221,029,745
- Discretionary: $0
- Non-discretionary: $221,029,745

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $79,358,440 |
| High net worth individuals | 78 | $141,671,305 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- parawealthadvisors.com
- LinkedIn @stacy-rerick-cfp®-ceft®-cdfa®-0ab86ba2
- LinkedIn @teresa-teri-meyer-cfa-0142b320

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | September 29, 2022 |
| October 2023 | $139,664,673 | 4 | March 3, 2023 |
| October 2024 | $161,690,609 | 4 | August 19, 2024 |
| October 2025 | $194,810,968 | 4 | February 14, 2025 |
| October 2026 | $221,029,745 | 4 | April 20, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $194,810,968 to $221,029,745 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Para Wealth Advisors, Inc. (CRD 322683): Form ADV filing data as of October 2026.