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PARK WEALTH MANAGEMENT, LLC
CRD 170188
200 E BESSEMER AVE., GREENSBORO, NC, 27401, United States
Phone
336-580-7274
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.2M
Discretionary AUM
$34.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $12.2M |
| High net worth individuals | 17 | $22.1M |
All web addresses on file
Official SEC filing: View on IAPD