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Parkwoods Wealth Partners, LLC

● SEC registered since 2024CRD 331565SEC# 801-130478Clayton, MO
Export (members)
Reg. AUM
$1.79B
Employees
46
Accounts
3,583
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 $1.8 billion in regulatory assets under management and employs 46 people.

Parkwoods Wealth Partners, LLC owners & executives

32 reported
NameTitleOwnershipSince
Alfred Sears Revocable Trust ControlOwner10-25%2024
April Marie MuellerOwnerUnder 5%2024
Christopher Hovey Gardner ControlOwner / Chief Compliance Officer5-10%2024
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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 46 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 — $1.79B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

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