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PARKWOODS WEALTH PARTNERS, LLC
CLAYTON, MO
(877) 278-2716
SEC #801-130478Total AUM
$961.9M
Employees
28Clients
738Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
222 SOUTH CENTRAL AVENUE
SUITE 550
CLAYTON
MO 63105
United States
SUITE 550
CLAYTON
MO 63105
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(877) 278-2716
Other Offices
14
Financials
Total AUM
$961.9M
Accounts
1,897Discretionary
$961.5M
Accounts
1,896Non-Discretionary
$392.5K
Accounts
1
Clients
Individual Clients
484AUM
$135.6M
HNW Individual Clients
233AUM
$752M
Pension/Profit Sharing Plan Clients
8AUM
$41.8M
Charitable Organization Clients
6AUM
$27.1M
Corporation or Business Clients
7AUM
$5.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLGAINKYMAMDMEMONCNHNYOHORSCTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.