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PARKWOODS WEALTH PARTNERS, LLC
CRD 331565File 801-130478
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$1.78B
Non-discretionary $5.5M
Clients
1,395
3,583 accounts
Employees
49
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 13, 2024
- Principal office
- 222 SOUTH CENTRAL AVENUE, SUITE 500, CLAYTON, MO, 63105
- Phone
- (877) 278-2716
- Website
- HTTPS://PARKWOODS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $1.78B
- Non-discretionary AUM
- $5.5M
- Discretionary accounts
- 3,572
- Non-discretionary accounts
- 11
- Total accounts
- 3,583
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.9M |
| Charitable organizations | 10 | $28.6M |
| High net worth individuals | 517 | $1.44B |
| Pension and profit sharing plans | 4 | $10.0M |
| Individuals (other than high net worth individuals) | 856 | $300.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 28 | 46 | increased by18 |
| Jul 1, 2026 | Clients | 738 | 1,395 | increased by657 |
| Jul 1, 2026 | AUM | $961,917,048 | $1,785,063,018 | increased by$823,145,970 |
| Jul 1, 2026 | Accounts | 1,897 | 3,583 | increased by1,686 |
| Apr 1, 2026 | Employees | 6 | 28 | increased by22 |
| Apr 1, 2026 | Clients | 307 | 738 | increased by431 |
| Apr 1, 2026 | AUM | $408,594,987 | $961,917,048 | increased by$553,322,061 |
| Apr 1, 2026 | Accounts | 745 | 1,897 | increased by1,152 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARKWOODS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKWOODS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.