No longer SEC-registered. Parkworth Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$178.8M
Employees
4
Accounts
477
Location
Los Gatos, CA
Parkworth Wealth Management, Inc. assets under management
Parkworth Wealth Management, Inc. is an SEC-registered investment adviser based in Los Gatos, CA. It reports $178.8 million in regulatory assets under management and employs 4 people.
How much does Parkworth Wealth Management, Inc. manage?
Parkworth Wealth Management, Inc. reports $178.8 million in regulatory assets under management on its Form ADV.
How many employees does Parkworth Wealth Management, Inc. have?
Parkworth Wealth Management, Inc. reports 4 employees.
Where is Parkworth Wealth Management, Inc. located?
Parkworth Wealth Management, Inc. is based in Los Gatos, CA.
Does Parkworth Wealth Management, Inc. disclose fund performance?
Parkworth Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.