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⚲
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| Parkwoods Wealth Partners LLC
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|
|
|---|---|
| CRD # | 331565 |
| SEC # | 801-130478 |
| CIK # | 0002042772 |
| AUM | $408.6 M (2025-06-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 877-278-2716 |
| Address | 222 South Central Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Brown & Brown Inc | 1.2 | ||
| General Electric Co | 0.9 | ||
| Lilly Eli & Co | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Apple Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 57.0 |
| (b) Individuals (high net worth individuals) | 95 | 300.8 |
| (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 | 3 | 32.9 |
| (h) Charitable organizations | 3 | 6.4 |
| (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 | 6 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 408.6 |
| By Discretionary | ||
| Discretionary | 744 | 408.2 |
| Non-Discretionary | 1 | 0.4 |
| Total | 745 | 408.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.6 | |
| Total | 745 | 408.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042772] |
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|---|---|---|
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.4 |
|
Cross Staff Investments Inc
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|
NY | 0.4 |
|
Gold Investment Management Ltd
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0.4 | |
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AG Asset Advisory LLC
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CA | 0.4 |
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Zimmermann Investment Management & Planning LLC
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|
PA | 0.4 |
|
Brown Wealth Management LLC
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|
IL | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
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|
0.4 | |
|
Soundview Advisors Inc
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|
WA | 0.4 |
|
Medallion Wealth Advisors LLC
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|
CT | 0.4 |
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Kades & Cheifetz LLC
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PA | 0.4 |