SourcingSourcing

PARA WEALTH ADVISORS, INC.

C37
CRD 322683·SEC 801-126401·CAMAS, WA
AUM
$221.0M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$663K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARA WEALTH ADVISORS, INC.
CRD
322683
SEC file #
801-126401
EIN
—
DBA names
—

Economics

AUM
$221.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$136.9M → $221.0M▲ +61%
Client mix
Individuals Other179
Individuals High Net Worth78

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
CAMAS WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
parawealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RERICK, STACY, LYNN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RERICK, STACY, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
PARAWEALTHADVISORS.COM
Rdap Domain Creation Date
2022-07-12T19:04:00Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

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
0.4664
Soi Zip Pct 200k Plus
0.2191
Soi Zip Returns 200k Plus
3,720
Soi Zip Total AGI
2,889,580
Fdic Zip Total Deposits
5,675,058,000
Fdic Zip Branch Count
142
Fdic Zip Top Banks
U.S. Bank National Association
Riverview Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
U.S. Bank of Washington, National AssociationCamas, WA
Seattle-First National BankCamas, WA
Fdic Zip HHI
1770.11
Fdic Zip Top Bank Share Pct
25.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-07-12T19:04:00Z
Rdap Domain Last Changed
2025-07-14T18:30:45Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,758
Returns3,150
Stub 2
AGI91,635
Returns2,470
Stub 3
AGI114,239
Returns1,850
Soi Zip Total Business Income
67,916
Soi Zip Total Cap Gains
265,756
Soi Zip Total Dividends
101,027
Soi Zip Total Returns
16,980
Top Owner CRD
4629439
Trust Company Affiliate
No

People (3)

3
RERICK, STACY, LYNN
IAR · Direct Owner · 87.5%
4629439
COURTNEY Marie KARELLA
IAR
5234674
TERESA DAWN ELIZABETH MEYER
IAR
2608358