# Parker Wealth Management, LLC

> Parker Wealth Management, LLC is a state-registered investment advisory firm in Windsor, CT, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 157064
- Filed as: PARKER WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Windsor, CT
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157064
- AdvisorCensus page: https://advisorcensus.com/firm/parker-wealth-management-llc-windsor-ct-157064

## Quick answers

**How is Parker Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parker 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 Parker Wealth Management, LLC located?**
Parker Wealth Management, LLC's principal office is in Windsor, CT, according to its Form ADV.

**Is Parker Wealth Management, LLC registered with the SEC or a state?**
Parker Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 157064.

**How much does Parker Wealth Management, LLC manage?**
Parker Wealth Management, LLC reports $16,500,000 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (64% discretionary).

**What types of clients does Parker Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (8).

**Does Parker 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/157064

## 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: $16,500,000
- Discretionary: $10,500,000
- Non-discretionary: $6,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,000,000 |
| High net worth individuals | 13 | $15,500,000 |

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

### Firm details
- Registered since: 2014 (12 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)
- [parkerwm.com](https://parkerwm.com)
- LinkedIn @parker-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parker Wealth Management, LLC (CRD 157064): Form ADV filing data as of October 2026.