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PARKWOODS WEALTH PARTNERS, LLC
CRD 331565 · SEC 801-130478
222 SOUTH CENTRAL AVENUE, SUITE 500, CLAYTON, MO, 63105, United States
Phone
(877) 278-2716
Fax
(314) 798-5974
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$961.9M
Discretionary AUM
$961.5M
Team
28 total employees; 14 advisory reps; 39 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 484 | $135.6M |
| High net worth individuals | 233 | $752.0M |
| Pension/profit sharing plans | 8 | $41.8M |
| Charitable organizations | 6 | $27.1M |
| Corporations/business entities | 7 | $5.5M |
States served
AZ, CA, GA, IN, KY, LA, ME, MD, MA, MN, NY, NC, OH, OR, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD