|
⚲
|
| Keyboard |
| Parkwoods Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 331565 |
| SEC # | 801-130478 |
| CIK # | 0002042772 |
| AUM | 1,785.1 M (2026-06-24) |
| Employees | 28 (50% Investors, 0% Brokers) |
| Phone | 877-278-2716 |
| Address | 222 South Central Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 484 | 135.6 |
| (b) Individuals (high net worth individuals) | 233 | 752.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 41.8 |
| (h) Charitable organizations | 6 | 27.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,897 | 961.9 |
| By Discretionary | ||
| Discretionary | 1,896 | 961.5 |
| Non-Discretionary | 1 | 0.4 |
| Total | 1,897 | 961.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 961.9 | |
| Total | 1,897 | 961.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042772] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 39 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Summit Financial Wealth Advisors LLC
✚
|
LA | 1,799.4 M |
|
US Bancorp Advisors LLC
✚
|
MN | 1,796.1 M |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1,789.2 M |
|
TFC Financial Management Inc
✚
|
MA | 1,780.8 M |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1,780.0 M |
|
Auxano Advisors LLC
✚
|
WA | 1,777.1 M |
|
Oak Associates Ltd
✚
|
OH | 1,776.2 M |
|
Mainline West Fund Manager LLC
✚
|
CO | 1,771.9 M |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1,771.5 M |
|
Marco Investment Management LLC
✚
|
GA | 1,766.6 M |