SourcingSourcing

PARISI GRAY WEALTH MANAGEMENT, LLC

C44
CRD 286388·SEC 801-108904·MENDHAM, NJ
AUM
$796.0M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARISI GRAY WEALTH MANAGEMENT, LLC
CRD
286388
SEC file #
801-108904
EIN
—
DBA names
—

Economics

AUM
$796.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$391.7M → $796.0M▲ +103%
Client mix
Individuals High Net Worth108
Individuals Other95

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MENDHAM NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
youtube.com/@parisimarketinsights/featured

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARISI, JOHN, FRANCIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PARISI, JOHN, FRANCIS
GRAY, DAVID, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:parisigray.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5913
Soi Zip Pct 200k Plus
0.4196
Soi Zip Returns 200k Plus
1930
Soi Zip Total AGI
1,681,131
Fdic Zip Total Deposits
11,456,061,000
Fdic Zip Branch Count
144
Fdic Zip Top Banks
Peapack-Gladstone Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Peapack-Gladstone BankMendham, NJ
Gibraltar Savings Bank SLAMendham, NJ
Fdic Zip HHI
1836.63
Fdic Zip Top Bank Share Pct
29.76
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,821
Returns880
Stub 2
AGI13,754
Returns380
Stub 3
AGI20,475
Returns330
Soi Zip Total Business Income
69,359
Soi Zip Total Cap Gains
213,564
Soi Zip Total Dividends
71,575
Soi Zip Total Returns
4,600
Top Owner CRD
1879131
Trust Company Affiliate
No

People (3)

3
PARISI, JOHN, FRANCIS
IAR · Direct Owner · 62.5%
1879131
GRAY, DAVID, P
IAR · Direct Owner · 37.5%
5349909
THOMAS, CHRISTINA, MARIE
Direct Owner · 7.5%
5894172