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Parisi Gray Wealth Management, LLC
Multifamily office listing in Mendham, New Jersey, United States.
- SEC-registered
- Founded 2016
- Regulatory AUM
- $796 million
- Employees
- 7
- Clients
- 51-100
- Founded
- 2016
Personalized wealth management and financial planning for wealthy individuals, families, trusts, and foundations.
Overview
Parisi Gray Wealth Management, LLC is a registered investment advisory firm based in Mendham, New Jersey. The firm provides financial planning, investment management, and wealth management services.
History
John F. Parisi and David P. Gray co-founded Parisi Gray in 2016 after careers with Merrill Lynch. The firm says its professionals have provided financial planning, investment management, and wealth management services for over 30 years.
Leadership
John F. Parisi is Managing Partner and Chief Investment Officer. David P. Gray is Partner and a Certified Financial Planner™ professional who specializes in retirement and financial planning.
Services
Investment management includes asset allocation, portfolio construction, ongoing management, rebalancing, tax-loss harvesting, credit and lending, private banking services, and support during major life transitions.
Financial consulting and planning begins with a Wealth Foundation Report. The process addresses client goals, retirement income, existing retirement accounts, savings, and Social Security strategies.
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Philanthropy
- Risk and insurance
- Retirement planning
Client Focus
The firm serves wealthy and ultra-high-net-worth individuals and families, large trusts, private foundations, and clients with complex financial situations requiring discretion. Its reported client base includes investment professionals, professional athletes, entertainment professionals, and members of senior intelligence, military, and government communities.
Approach
Parisi Gray describes its work as personalized and collaborative. The firm coordinates with clients’ attorneys, accountants, trust officers, business managers, and other outside advisers.
The firm says it uses disciplined investment research, analysis, monitoring, and risk management to align portfolios with each client’s goals, time horizon, and risk tolerance.
Registration
The SEC’s Investment Adviser Public Disclosure record lists Parisi Gray Wealth Management, LLC as SEC-approved, effective December 28, 2016, under CRD 286388 and SEC number 801-108904.
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2017 | $150 million | $125 million | $25 million |
| 2018 | $337 million | $324 million | $13 million |
| 2019 | $392 million | $382 million | $10 million |
| 2020 | $454 million | $442 million | $12 million |
| 2021 | $507 million | $487 million | $20 million |
| 2022 | $569 million | $553 million | $16 million |
| 2023 | $484 million | $469 million | $15 million |
| 2025 | $690 million | $680 million | $10 million |
| 2026 | $796 million | $782 million | $14 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $2 million |
| 2019 | $3 million |
| 2020 | $3 million |
| 2021 | $3 million |
| 2022 | $3 million |
| 2023 | $2 million |
| 2025 | $3 million |
| 2026 | $4 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 95 |
| High net worth individuals | 108 |
| Year | Employees |
|---|---|
| 2017 | 4 |
| 2018 | 4 |
| 2019 | 5 |
| 2020 | 5 |
| 2021 | 5 |
| 2022 | 5 |
| 2023 | 5 |
| 2025 | 6 |
| 2026 | 7 |
FAQs
Who does Parisi Gray Wealth Management serve?
The firm works with wealthy and ultra-high-net-worth individuals and families, large trusts, private foundations, and clients with complex financial situations requiring discretion.
What planning services does Parisi Gray provide?
Its planning process covers goals-based planning, retirement income, existing retirement accounts, savings, and Social Security strategies, beginning with a Wealth Foundation Report.
Who leads the firm?
John F. Parisi serves as Managing Partner and Chief Investment Officer, while David P. Gray is Partner and a Certified Financial Planner™ professional specializing in retirement and financial planning.
Related resources
- LocationMultifamily offices in New Jersey
This New Jersey directory helps wealthy families and business owners compare firms serving the region. It can help readers assess which providers discuss investment management, financial planning, tax matters, insurance, retirement needs, and philanthropy for complex family circumstances.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. A reader considering wealth management can use these materials to prepare questions about tax planning, charitable giving, succession, and coordination among family members, trustees, attorneys, and financial advisers.
- Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com provides directories of family offices, investors, and related organizations. Readers can use the listings to understand how wealthy families and business owners identify advisers, compare possible service relationships, and research firms working with substantial private wealth.
- GuideHow multifamily offices invest
This MultifamilyOffices.com guide explains how multifamily offices may invest across portfolios and client needs. It gives readers a basis for asking about investment management, liquidity, risk tolerance, retirement goals, and the different priorities that may arise for families, trusts, foundations, or business owners.
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Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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