Parco Wealth Management Llc
SEC-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 306826
· SEC file 801-125736
·
· www.goparcowealth.com
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ADV data as of Mar 06, 2026
- Regulatory AUM
- $21.0M
- Discretionary
- $21.0M
- Clients
- 191
- Avg AUM / client
- $110K
- Accounts
- 191
- Employees
- 2
AUM over time
$0
$21.0M
Apr 25, 2022
Mar 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 191 | $21.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mantia, John, Bernard | Managing Member | Apr 2022 (4y) | 50% – 75% | |
| Daniel Gary Hampel | Managing Member, Chief Compliance Officer | Jan 2023 (4y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 894 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗