Verified · Last checked ✓ Information checked against official website (2026-10-31): name, services, phone, address.✓ License checked with the regulator (2026-10-31) – SEC adviser search (IAPD): PARITER WEALTH MANAGEMENT GROUP LLC, CRD 146622, investment adviser registered in Puerto Rico (OCIF), approved 2019-07-15, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
company website · Verified · Last checked ✓ Information checked against official website (2026-10-31): name, services, phone, address.✓ License checked with the regulator (2026-10-31) – SEC adviser search (IAPD): PARITER WEALTH MANAGEMENT GROUP LLC, CRD 146622, investment adviser registered in Puerto Rico (OCIF), approved 2019-07-15, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Fee-based investment adviser in Guaynabo since 2008, offering investment management plus financial, tax, estate and retirement planning for individuals, companies and trusts.
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