Parable Wealth Advisors
Parable Wealth Advisors is an SEC-registered wealth manager in St Augustine, FL with $176.3M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Parable Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304873, SEC 801-132360, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $176.3M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- St Augustine, FL
- Employees
- 5
- Clients
- 94
- CRD
- 304873
- Ownership
- Haggerty, Thomas, James; Patrou, Scott, Michael; Ginn, John, Richard; KYLE, STEPHEN, DAVID
How much AUM does Parable Wealth Advisors have?
Parable Wealth Advisors reported $176.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Parable Wealth Advisors?
Disclosed owners and executives of Parable Wealth Advisors include Haggerty, Thomas, James, Patrou, Scott, Michael, Ginn, John, Richard, KYLE, STEPHEN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.