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PARKMONT WEALTH ADVISORS LLC
CRD 291778
900 CROGHAN STREET, FREMONT, OH, 43420, United States
Phone
419-332-1111
Fax
567-297-3711
Registration
— (—)
Source
State registered
Total AUM
$42.9M
Discretionary AUM
$42.6M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 501 | $36.7M |
| High net worth individuals | 8 | $6.2M |
| Corporations/business entities | 1 | $45K |
All web addresses on file
Official SEC filing: View on IAPD