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Building 2PARKWORTH WEALTH MANAGEMENT, INC.

Map pinLOS GATOS, CA
Phone408-436-9800
NotebookSEC #801-122340
Total AUM
$178.8M
Employees
4
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 ALBERTO WAY
SUITE 210
LOS GATOS
CA 95032
United States
Operating Hours
8:30 AM TO 6:30 PM
Monday - Friday
Phone
408-436-9800
Other Offices
1

ReceiptFinancials

Total AUM
$178.8M
Accounts
477
Discretionary
$178.8M
Accounts
477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.5M
HNW Individual Clients
71
AUM
$173.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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