PPrivate Fund Data Log in Join · $37/mo

Parkwoods Wealth Partners, LLC

● SEC registered since 2024CRD 331565SEC# 801-130478Clayton, MO
Export (members)
Reg. AUM
$408.6M
Employees
6
Accounts
745
Location
Clayton, MO

Parkwoods Wealth Partners, LLC assets under management

Parkwoods Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Clayton, MO. The firm has been registered since 2024. It reports $408.6 million in regulatory assets under management and employs 6 people.
parkwoods.comView on SEC.gov ↗

Parkwoods Wealth Partners, LLC owners & executives

16 reported
NameTitleOwnershipSince
Alfred Sears Revocable Trust ControlOwner25-50%2024
Christopher Hovey Gardner ControlMember / Chief Compliance Officer5-10%2024
Edward Matthew Edwin ControlChief Operating OfficerUnder 5%2024
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Parkwoods Wealth Partners, LLC manage?

Parkwoods Wealth Partners, LLC reports $408.6 million in regulatory assets under management on its Form ADV.

How many employees does Parkwoods Wealth Partners, LLC have?

Parkwoods Wealth Partners, LLC reports 6 employees.

Where is Parkwoods Wealth Partners, LLC located?

Parkwoods Wealth Partners, LLC is based in Clayton, MO and has been SEC-registered since 2024.

Does Parkwoods Wealth Partners, LLC disclose fund performance?

Parkwoods Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 South Central Avenue, Suite 550, Clayton, MO 63105
Phone(877) 278-2716
Fax(314) 798-5974
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$408.2M
Non-discretionary$364K
Total (RAUM)$408.6M