|
⚲
|
| Parkworth Wealth Management Inc
✚
| |
|---|---|
| CRD # | 133908 |
| SEC # | 801-122340 |
| CIK # | |
| AUM | $151.8 MM (2024-03-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 408-436-9800 |
| Address | 475 Alberto Way Los Gatos, CA 95032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 4.9 |
| (b) Individuals (high net worth individuals) | 67 | 146.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 151.8 |
| By Discretionary | ||
| Discretionary | 377 | 151.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 377 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 151.4 | |
| Total | 377 | 151.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nova Wealth Management Inc
✚
|
FL | 0.2 |
|
D & P Investment Advisors Ltd
✚
|
RI | 0.2 |
|
Cramer & Rauchegger Inc
✚
|
FL | 0.2 |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 0.2 |
|
Arbor Private Wealth LLC
✚
|
VA | 0.2 |
|
Westbourne Investments Inc
✚
|
VA | 0.2 |
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Reservoir Retirement Management LLC
✚
|
OH | 0.2 |
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |