9AT: PARCO WEALTH MANAGEMENT LLC

PARCO WEALTH MANAGEMENT LLC

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

Reported AUM

21M 18M 15M 12M 9M 6M 3M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

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.