9AT: PARCO WEALTH MANAGEMENT LLC

Adviser Profile

As of Date	03/06/2026
Registration	SEC, Approved, 05/26/2022
Other registrations (1)	SEC, 120-Day Approval, 05/26/2022
Contact Info	202 xxxxxxx
Websites

AUM^*	21,015,477 156%
of that, discretionary	21,015,477 156%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	110,029 76%
SMA’s	No
Private Funds	0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MIAMI WEALTH MANAGEMENT �	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM158.4k	#Funds-
Adviser JAZZ WEALTH MANAGERS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM462.2m	#Funds-
Adviser WEALTHJAR INVESTMENT ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.4m	#Funds-
Adviser SECURE INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM42.9m	#Funds-
Adviser SCIENTIFIC INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM349.9k	#Funds-
Adviser XOOMFI ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.0000	#Funds-
Adviser ENTORO INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.0m	#Funds-
Adviser NYTRX LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1m	#Funds-
Adviser FREEMAN CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.9m	#Funds-
Adviser NEXUS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM281.7k	#Funds-

Brochure Summary

Overview

Firm Information PARCO Wealth Management (“PWM”, “the Firm”) was founded to provide retirement services for the three million people employed by the United States government. It was incorporated in Washington, DC in 2020 and became registered as an investment advisor with the Securities & Exchange Commission (“SEC”) in 2022. Daniel Hampel serves as Chief Compliance officer and Financial Advisor. Daniel previously held leadership positions at a financial firm in St. Louis and before that served as an auditor in the gaming industry. Asset Management Assets are managed on a discretionary basis, as authorized by a written asset management agreement. Discretionary authority grants Advisor ongoing and continuous authority to execute its investment recommendations without the client's prior approval of each specific transaction. Under this authority, client shall allow Advisor to purchase and sell

securities and instruments in this Account(s), arrange for delivery and payment on behalf of the client in all matters necessary or incidental. At no time will Advisor accept or maintain custody of a client’s funds or securities. All client assets will be managed within their designated brokerage account or pension account, pursuant to the Client investment advisory agreement. ● Investment advice is not limited to certain investment types ● There is no minimum investment required to open or maintain an account ● Advisory services are tailored to the individual needs of each Client Wrap Fee Program - we do not currently sponsor or recommend any wrap fee programs to our clients. We may change this policy in the future Client Assets under Management As of December 31, 2022, PARCO Wealth Management has approximately $ 4,975,975 in discretionary client assets under management.

PARCO WEALTH MANAGEMENT LLC

PARCO WEALTH MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PARCO WEALTH MANAGEMENT LLC PARCO WEALTH MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PARCO WEALTH MANAGEMENT LLC

PARCO WEALTH MANAGEMENT LLC