49th Parallel Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
49th Parallel Wealth Management is a fee-only independent investment adviser serving individuals and high‑net‑worth clients with discretionary investment management and written financial planning, including project‑based engagements and tax‑preparation assistance. The firm uses percentage‑of‑AUM billing and provides ongoing planning as part of its advisory relationship for larger accounts while offering standalone planning and targeted deliverables for other clients.
The firm constructs personalized portfolios using asset‑allocation frameworks that draw on fundamental, technical, and modern portfolio theory analyses and may combine passive and active strategies, including socially responsible (ESG) options when requested. Accounts are reviewed on a regular basis and the adviser typically exercises discretionary trading authority while accommodating reasonable client‑imposed restrictions and delivering specialized work such as corporate structuring memos or targeted plans.
What distinguishes 49th Parallel from many small, solo independent advisers is its explicit cross‑border capability and client mix: the firm reports a significant non‑U.S. client base and is affiliated with 49th Parallel Wealth Management ULC, a British Columbia‑regulated portfolio manager, which supports services for Canadian and other non‑U.S. clients. The firm also documents international tax and reporting support (for example, Canadian returns, Nonresident T1, FBAR, T1135, Form 5471, 3520/3520A and GILTI/subpart F considerations) and operates at a small scale (one advisor, a limited client roster and modest AUM), which informs its focus on bespoke cross‑border planning and coordination.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,500 to $60,000, depending on complexity
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.45% (Flat Rate) $10,000,001+: Negotiable
Hourly rate for Project-Based Financial Planning: $399 per hour
Account minimum: $250,000 Minimum fee: Minimum advisory fee of $2,500 Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation.
Main office
9375 E. Shea Blvd., Suite 113 D
Scottsdale AZ 85260
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
49 Th Parallel Wealth Management · 49 Th Parallel Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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