Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Parkwoods Wealth Partners, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016Direct owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
25% to < 50%
ALFRED SEARS REVOCABLE TRUSTDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
10% to < 25%
INVESTMENT METRICS, LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
10% to < 25%
CHRISTOPHER HOVEY GARDNERDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
5% to < 10%
HIP PARKWOODS VENTURES, LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
5% to < 10%
SHORELINE ASSET MANAGEMENT, LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
5% to < 10%
POWDER DIAMONDS, INC.Direct owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
5% to < 10%
EDWARD MATTHEW EDWINDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
KEVIN OWEN REILLYDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
APRIL MARIE MUELLERDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
JEFFREY MICHAEL CAMPBELLDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
JD BRUMBAUGH BUSINESS SERVICES LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Joshua Samuel SchlagelDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
MARK EDWARD LUXDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Edward Francis LuxDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Michael Paul PrinceDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Tina Nicole ConyersDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Lori DeAnne SchlagelDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
Dustin Ryan MeyerDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
RAVEN WEALTH MANAGEMENT, INC.Direct owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
WILLIAM HENRY BRADDYDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
DAVID ANDREW NASHDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
LINGARDIAN WEALTH LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
GWS EQUITY HOLDINGS LLCDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
THE KOCHANSKI LIVING TRUST, DATED NOVEMBER 7, 2005Direct owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
MARION E. SHORE, JR. AND LINDA A. SHORE JOINT REVOCABLE TRUSTDirect owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
GOODYEAR FAMILY TRUST U/A/T DATED DECEMBER 3, 2024Direct owner · Schedule AInterest in PARKWOODS WEALTH PARTNERS, LLC
< 5%
JACOB RUDD LINGARDIndirect owner · Schedule BInterest in LINGARDIAN WEALTH LLC
75%+
MICHELLE JEAN GESSNERIndirect owner · Schedule BInterest in GWS EQUITY HOLDINGS LLC
75%+
HANSEN FAMILY TRUSTIndirect owner · Schedule BInterest in HIP PARKWOODS VENTURES, LLC
50% to < 75%
2021 HANSEN FAMILY TRUSTIndirect owner · Schedule BInterest in HIP PARKWOODS VENTURES, LLC
50% to < 75%
MARION EUGENE SHOREIndirect owner · Schedule BInterest in SHORELINE ASSET MANAGEMENT, LLC
50% to < 75%
ROBERT JAY BUMBALOUGHIndirect owner · Schedule BInterest in SHORELINE ASSET MANAGEMENT, LLC
50% to < 75%
PATRICK JOHN ZUMBUSCHIndirect owner · Schedule BInterest in INVESTMENT METRICS, LLC
50% to < 75%
JAMES LOUIS CORBEAUIndirect owner · Schedule BInterest in RAVEN WEALTH MANAGEMENT, INC.
50% to < 75%
TERENCE ANTHONY DONAHEIndirect owner · Schedule BInterest in POWDER DIAMONDS, INC.
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Parkwoods Wealth Partners, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-09-17 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | CHRISTOPHER HOVEY GARDNEROWNER / CHIEF COMPLIANCE OFFICERIndividual | PARKWOODS WEALTH PARTNERS, LLC | 5% to less than 10%Code A | Yes | OWNER / CHIEF COMPLIANCE OFFICER04/2024 | Schedule APDF page 27 |
| 2 | ALFRED SEARS REVOCABLE TRUSTOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 10% to less than 25%Code B | Yes | OWNER04/2024 | Schedule APDF page 27 |
| 3 | HIP PARKWOODS VENTURES, LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 5% to less than 10%Code A | No | OWNER04/2024 | Schedule APDF page 27 |
| 4 | EDWARD MATTHEW EDWINOWNER | CHIEF OPERATING OFFICERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | Yes | OWNER | CHIEF OPERATING OFFICER04/2024 | Schedule APDF page 27 |
| 5 | KEVIN OWEN REILLYOWNER | CHIEF FINANCIAL OFFICERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | Yes | OWNER | CHIEF FINANCIAL OFFICER06/2025 | Schedule APDF page 27 |
| 6 | THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016OWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 25% to less than 50%Code C | Yes | OWNER03/2025 | Schedule APDF page 27 |
| 7 | SHORELINE ASSET MANAGEMENT, LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 5% to less than 10%Code A | No | OWNER07/2025 | Schedule APDF page 27 |
| 8 | APRIL MARIE MUELLEROWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER04/2024 | Schedule APDF page 27 |
| 9 | JEFFREY MICHAEL CAMPBELLOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER04/2024 | Schedule APDF page 27 |
| 10 | JD BRUMBAUGH BUSINESS SERVICES LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 11 | Joshua Samuel SchlagelOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 12 | MARK EDWARD LUXOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 13 | Edward Francis LuxOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 14 | Michael Paul PrinceOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER06/2024 | Schedule APDF page 27 |
| 15 | Tina Nicole ConyersOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 16 | Lori DeAnne SchlagelOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER07/2025 | Schedule APDF page 27 |
| 17 | Dustin Ryan MeyerOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER05/2026 | Schedule APDF page 27 |
| 18 | INVESTMENT METRICS, LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 10% to less than 25%Code B | No | OWNER05/2026 | Schedule APDF page 27 |
| 19 | POWDER DIAMONDS, INC.OWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | 5% to less than 10%Code A | No | OWNER04/2026 | Schedule APDF page 27 |
| 20 | RAVEN WEALTH MANAGEMENT, INC.OWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER04/2026 | Schedule APDF page 27 |
| 21 | WILLIAM HENRY BRADDYOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER06/2026 | Schedule APDF page 27 |
| 22 | DAVID ANDREW NASHOWNERIndividual | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER06/2026 | Schedule APDF page 27 |
| 23 | LINGARDIAN WEALTH LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER08/2026 | Schedule APDF page 27 |
| 24 | GWS EQUITY HOLDINGS LLCOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER08/2026 | Schedule APDF page 27 |
| 25 | THE KOCHANSKI LIVING TRUST, DATED NOVEMBER 7, 2005OWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER08/2026 | Schedule APDF page 27 |
| 26 | MARION E. SHORE, JR. AND LINDA A. SHORE JOINT REVOCABLE TRUSTOWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER08/2026 | Schedule APDF page 27 |
| 27 | GOODYEAR FAMILY TRUST U/A/T DATED DECEMBER 3, 2024OWNERDomestic entity | PARKWOODS WEALTH PARTNERS, LLC | Less than 5%Code NA | No | OWNER08/2026 | Schedule APDF page 27 |
| 28 | ALFRED SEARSTRUSTEEIndividual | ALFRED SEARS REVOCABLE TRUST | Percentage not specifiedCode F | Yes | TRUSTEE04/2013 | Schedule BPDF page 28 |
| 29 | HANSEN FAMILY TRUSTBENEFICIAL OWNERDomestic entity | HIP PARKWOODS VENTURES, LLC | 50% to less than 75%Code D | Yes | BENEFICIAL OWNER02/2024 | Schedule BPDF page 28 |
| 30 | 2021 HANSEN FAMILY TRUSTBENEFICIAL OWNERDomestic entity | HIP PARKWOODS VENTURES, LLC | 50% to less than 75%Code D | Yes | BENEFICIAL OWNER02/2024 | Schedule BPDF page 28 |
| 31 | BRIAN NEIL HANSENTRUSTEEIndividual | HANSEN FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE09/2020 | Schedule BPDF page 28 |
| 32 | ELIZABETH LONG HANSENTRUSTEEIndividual | 2021 HANSEN FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE09/2021 | Schedule BPDF page 28 |
| 33 | ROBERT TIMOTHY FRENCHTRUSTEEIndividual | THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 | Percentage not specifiedCode F | Yes | TRUSTEE03/2025 | Schedule BPDF page 28 |
| 34 | MARION EUGENE SHOREMANAGING MEMBERIndividual | SHORELINE ASSET MANAGEMENT, LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER03/1998 | Schedule BPDF page 28 |
| 35 | ROBERT JAY BUMBALOUGHMEMBERIndividual | SHORELINE ASSET MANAGEMENT, LLC | 50% to less than 75%Code D | Yes | MEMBER01/2002 | Schedule BPDF page 28 |
| 36 | PATRICK JOHN ZUMBUSCHOWNERIndividual | INVESTMENT METRICS, LLC | 50% to less than 75%Code D | Yes | OWNER05/2026 | Schedule BPDF page 28 |
| 37 | JAMES LOUIS CORBEAUOWNERIndividual | RAVEN WEALTH MANAGEMENT, INC. | 50% to less than 75%Code D | Yes | OWNER04/2023 | Schedule BPDF page 28 |
| 38 | TERENCE ANTHONY DONAHEOWNERIndividual | POWDER DIAMONDS, INC. | 50% to less than 75%Code D | Yes | OWNER04/2023 | Schedule BPDF page 28 |
| 39 | JACOB RUDD LINGARDOWNERIndividual | LINGARDIAN WEALTH LLC | 75% or moreCode E | Yes | OWNER08/2026 | Schedule BPDF page 28 |
| 40 | MICHELLE JEAN GESSNEROWNERIndividual | GWS EQUITY HOLDINGS LLC | 75% or moreCode E | Yes | OWNER08/2026 | Schedule BPDF page 28 |
| 41 | DEIRDRE MARIE KOCHANSKITRUSTEEIndividual | THE KOCHANSKI LIVING TRUST, DATED NOVEMBER 7, 2005 | Percentage not specifiedCode F | Yes | TRUSTEE11/2005 | Schedule BPDF page 28 |
| 42 | Michael Andrew KochanskiTRUSTEEIndividual | THE KOCHANSKI LIVING TRUST, DATED NOVEMBER 7, 2005 | Percentage not specifiedCode F | Yes | TRUSTEE11/2005 | Schedule BPDF page 28 |
| 43 | MARION EUGENE SHORETRUSTEEIndividual | MARION E. SHORE, JR. AND LINDA A. SHORE JOINT REVOCABLE TRUST | Percentage not specifiedCode F | Yes | TRUSTEE03/2025 | Schedule BPDF page 28 |
| 44 | LINDA SHORETRUSTEEIndividual | MARION E. SHORE, JR. AND LINDA A. SHORE JOINT REVOCABLE TRUST | Percentage not specifiedCode F | Yes | TRUSTEE03/2025 | Schedule BPDF page 28 |
| 45 | TIMOTHY JAMES GOODYEARTRUSTEEIndividual | GOODYEAR FAMILY TRUST U/A/T DATED DECEMBER 3, 2024 | Percentage not specifiedCode F | Yes | TRUSTEE12/2024 | Schedule BPDF page 28 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/17/2026 10:12:17 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.