Pariter Wealth Management Group LLC

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Client assets under management

$1,026,879

Clients

9% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$93,353

About

Pariter Wealth Management Group provides fee‑based investment advisory services and comprehensive financial planning — including tax, estate and retirement planning — to individuals (including high‑net‑worth clients), corporations, trusts, and pension or profit‑sharing plans. Most client accounts are managed on a discretionary basis, though the firm also accepts non‑discretionary engagements and consultation‑only arrangements.

The firm emphasizes individualized portfolio construction after detailed data gathering, using a broad investment universe that can include stocks, bonds, mutual funds, ETFs, REITs, limited partnerships and private placements, and it may engage sub‑advisers for portions of client assets. Pariter conducts periodic monitoring and rebalancing and participates in Charles Schwab’s institutional program for custody and execution; as of December 31, 2025 the firm reported approximately $10.56 million in assets under management.

Pariter maintains affiliations that are uncommon for firms of its size: it is affiliated with Pariter Securities, LLC (a registered broker‑dealer) and Pariter Risk Management (an insurance agency), and several principals hold securities and insurance licenses and may receive commission‑based compensation, which the brochure notes can create potential conflicts of interest. The firm also discloses that it no longer routes execution to the affiliated broker‑dealer and that the affiliated broker‑dealer was the subject of a FINRA censure and fine, features that distinguish Pariter from many peers that do not combine advisory, broker‑dealer and insurance operations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

Maximum fee of 2.0% of total account value annually, calculated quarterly based on average daily balance during prior quarter

Project-based

Main office location

Pariter Wealth Management Group LLC

243 Carretera #2

Guaynabo PR 00966-1915, United States

Number of offices

Most active in

Puerto Rico

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 787-781-2555

Advisors at this firm

Eduardo S

Series 63, Series 65

Guaynabo, PR

Pariter Wealth Management Group LLC

Eduardo Sotomayor Alamo is a financial advisor at Pariter Wealth Management Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pariter Wealth Management and Pariter Securities since 2016. Outside of his advisory role, he is also an insurance agent and a real estate broker in San Juan, Puerto Rico. Pariter Wealth Management Group LLC provides comprehensive financial and investment advisory services to individuals, corporations, trusts, and institutional clients. The firm constructs individualized portfolios across a broad range of asset classes and utilizes institutional research resources, custody, and trade execution through Charles Schwab.

Wealth management Founder/Business Owner Retired

Francisco R

Series 66

Guaynabo, PR

Pariter Wealth Management Group LLC

Francisco Rivera Fernandez is a Series 66 licensed financial advisor with Pariter Wealth Management Group LLC, based in Guaynabo, Puerto Rico. He has 33 years of industry experience and has been with Pariter since 2009. Outside of his advisory role, he serves as president of companies involved in soda concentrate manufacturing and advertising services and is engaged in pharmaceutical business development and private equity advisory. Pariter Wealth Management Group LLC provides investment advisory, financial planning, tax planning, estate planning, and retirement planning services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $16.3 million in assets, constructing individualized portfolios across a broad investment universe and utilizing institutional research and Charles Schwab’s custody and trade execution services.

Wealth management Founder/Business Owner Retired

Braulio N

Series 63, Series 65

Guaynabo, PR

Pariter Wealth Management Group LLC

Braulio Nieves Roman is a financial advisor with Pariter Wealth Management Group LLC in Guaynabo, PR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Pariter Securities since 2008. Outside of his advisory work, he serves as a director for the non-profit Camara de Comercio de Puerto Rico and is involved in financial consulting through BNR Capital LLC. Pariter Wealth Management Group LLC provides investment advisory, financial planning, tax and estate planning, and retirement planning services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $16.3 million in assets, constructing individualized portfolios across a broad investment universe and utilizing institutional research and custodial services from Charles Schwab.

Wealth management Founder/Business Owner Retired

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