# Parisi Gray Wealth Management, LLC

> Parisi Gray Wealth Management, LLC is an SEC-registered investment advisory firm in Mendham, NJ, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 286388
- Filed as: PARISI GRAY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mendham, NJ
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286388
- AdvisorCensus page: https://advisorcensus.com/firm/parisi-gray-wealth-management-llc-mendham-nj-286388

## Quick answers

**How is Parisi Gray Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parisi Gray Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Parisi Gray Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parisi Gray Wealth Management, LLC located?**
Parisi Gray Wealth Management, LLC's principal office is in Mendham, NJ, according to its Form ADV.

**Is Parisi Gray Wealth Management, LLC registered with the SEC or a state?**
Parisi Gray Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 286388.

**How much does Parisi Gray Wealth Management, LLC manage?**
Parisi Gray Wealth Management, LLC reports $796,049,461 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (98% discretionary).

**How have Parisi Gray Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Parisi Gray Wealth Management, LLC: Regulatory assets under management: $506,587,208 in the October 2021 data and $796,049,461 in the October 2026 data, up 57%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parisi Gray Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (108); individuals (other than high net worth individuals) (95).

**Which custodians does Parisi Gray Wealth Management, LLC use?**
Parisi Gray Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Parisi Gray 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 SEC record: https://adviserinfo.sec.gov/firm/summary/286388

**Does Parisi Gray Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "Parisi Gray generally does not impose a minimum size for establishing a relationship."

**What changed in Parisi Gray Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $689,911,655 to $796,049,461 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Investment advisory fees are based on the market value of assets under management at the end of the prior calendar quarter. Investment advisory fees range up to 2.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

> Fees are negotiable at the sole discretion of the Advisor.

- Account minimum: None

> Parisi Gray generally does not impose a minimum size for establishing a relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $796,049,461
- Discretionary: $781,786,457
- Non-discretionary: $14,263,004

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $40,174,549 |
| High net worth individuals | 108 | $755,874,912 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [parisigray.com](https://parisigray.com)
- Facebook @PARISIGRAY
- Instagram @parisigray
- LinkedIn @93341651
- X @parisigray
- YouTube @ParisiMarketInsights

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,587,208 | 5 | February 24, 2021 |
| October 2022 | $569,327,215 | 5 | May 26, 2022 |
| October 2023 | $483,686,625 | 5 | March 31, 2023 |
| October 2024 | $574,689,848 | 6 | February 9, 2024 |
| October 2025 | $689,911,655 | 6 | January 21, 2025 |
| October 2026 | $796,049,461 | 7 | February 5, 2026 |

Regulatory assets under management: $506,587,208 in the October 2021 data and $796,049,461 in the October 2026 data, up 57%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $689,911,655 to $796,049,461 (+15%).

### January 2026
- No longer registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parisi Gray Wealth Management, LLC (CRD 286388): Form ADV filing data as of October 2026.