Paraiba Wealth Management LLC

Paraiba Wealth Management provides asset management and financial planning services primarily to natural-person clients, including high net worth individuals and families — a client focus that is uncommon for firms categorized chiefly as managers of pooled or institutional assets. The firm reports approximately $20 million in assets under management and has been offering advisory services since 2022.

The firm typically manages client accounts using customizable model portfolios and discretionary trading authority, drawing on a mix of analytical methods (fundamental, technical, cyclical, and charting) to implement strategic and tactical asset allocation. Paraiba may employ options strategies, modest cash positioning, and occasional use of leveraged or inverse ETFs as hedges, and notes that tax efficiency is not its primary management objective unless otherwise agreed.

Distinctive operational features include that ongoing financial planning is bundled for managed-account clients while standalone, one‑time or hourly planning engagements are also offered, and the firm maintains a public digital presence (a YouTube channel) for educational content separate from client advice. As a small, state‑registered adviser that leverages a major custodian relationship for execution and back‑office services, Paraiba follows common percentage‑of‑assets billing practices and generally leaves proxy voting decisions to clients.