PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Parkwoods Wealth Partners, LLC

● SEC registered since 2024CRD 331565SEC# 801-130478Clayton, MO
Export (members)
Reg. AUM
$1.79B
Employees
49
Accounts
3,583
Location
Clayton, MO

About Parkwoods Wealth Partners

Parkwoods Wealth Partners offers purpose-first wealth planning, portfolio management, wealth transfer, and retirement plan consulting. It serves small business owners, independent women, and pre-retirement couples, and offers resources for advisors.
Summary based on the firm’s website.

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 $1.8 billion in regulatory assets under management and employs 49 people.

Parkwoods Wealth Partners, LLC owners & executives

45 reported
NameTitleOwnershipSince
Alfred Sears Revocable Trust ControlOwner10-25%2024
April Marie MuellerOwnerUnder 5%2024
Christopher Hovey Gardner ControlOwner / Chief Compliance Officer5-10%2024
David Andrew NashOwnerUnder 5%2026
Dustin Ryan MeyerOwnerUnder 5%2026
Edward Francis LuxOwnerUnder 5%2025
Edward Matthew Edwin ControlOwner | Chief Operating OfficerUnder 5%2024
Goodyear Family Trust U/A/T Dated December 3, 2024OwnerUnder 5%2026
Gws Equity Holdings LLCOwnerUnder 5%2026
Hip Parkwoods Ventures, LLCOwner5-10%2024
See all 45 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 $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Parkwoods Wealth Partners, LLC have?

Parkwoods Wealth Partners, LLC reports 49 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 500, 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

Regulatory AUM

$1.79B▲ 342%
Jan '25 — $403.5MFeb '25 — $403.5MMar '25 — $408.6MApr '25 — $408.6MMay '25 — $408.6MJun '25 — $408.6MJul '25 — $408.6MAug '25 — $408.6MSep '25 — $408.6MOct '25 — $408.6MNov '25 — $408.6MDec '25 — $408.6MJan '26 — $408.6MFeb '26 — $408.6MMar '26 — $961.9MApr '26 — $961.9MMay '26 — $961.9MJun '26 — $1.79BJul '26 — $1.79BAug '26 — $1.79BSep '26 — $1.79B
Jan '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,369 advisers
EmployeesTop 12%
More than 88% of 16,804 advisers

Assets under management

$1.79Bregulatory AUM
Discretionary $1.78BNon-discretionary $5.5M