Parkworth Wealth Management, Inc.
CRD 133908SEC# 801-122340Los Gatos, CA
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.
Parkworth Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Richard Barton Control | Chief Executive Officer, Chief Compliance Officer, Chief Operating Officer, Treasurer | Over 75% | 2003 |
Frequently asked questions
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.
Contact & registration
| Address | 475 Alberto Way, Suite 210, Los Gatos, CA 95032 |
| Office hours | 8:30 a.m. To 6:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$178.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$178.8Mregulatory AUM
Discretionary $178.8M