Panarella Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Panarella Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm uses an asset‑based fee model and offers tailored investment supervisory services alongside hourly financial planning engagements.
The firm documents client goals and risk tolerances in an Investment Policy Statement and typically obtains discretionary authority to implement portfolios using both fundamental and technical analysis. Investment strategies disclosed in the brochure include long‑term and short‑term trading as well as short sales, and the firm may invest across mutual funds, equities, fixed income, ETFs, REITs, hedge funds, private placements and insurance products.
Noteworthy distinctions in the brochure include that the firm’s principal is a licensed insurance agent and may offer commissionable insurance and annuity products to clients, a practice the firm acknowledges can create conflicts of interest while noting clients are not required to purchase through the firm. The brochure also discloses the firm receives research/soft‑dollar benefits from its custodian and requires clients to use its recommended custodian, arrangements the firm identifies as considerations when evaluating potential conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 to $500 per hour
Main office
750 Main Street, Suite 1300
Hartford CT 06103
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Panarella Wealth Management LLC · The Panarella Group · The Panarella Group 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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