Firm profile

Parkwoods Wealth Partners, LLC

CLAYTON, MOCRD 331565Latest ADV June 24, 2026

Parkwoods Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated March 19, 2026, reports $962M in regulatory assets under management, 28 employees, 12 offices, and 1,897 accounts.

Assets Under Management
$1.8B
Employees
46
Offices
17 offices
Total Clients
1,395
Primary office
CLAYTON, MO
222 SOUTH CENTRAL AVENUE, SUITE 500, CLAYTON, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOChristopher H. Gardner
CFOKevin O. Reilly
COOEdward M. Edwin

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
856
2
HNWI
37.1%
517
3
Charitable
0.7%
10
4
Corporations
0.6%
8
5
Pension Plans
0.3%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.8Bas of June 24, 2026
Discretionary99.7%
$1.8B
100% of total RAUM99.7%
Non-discretionary0.3%
$5M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.8B
Total Accounts3,583
10Y AUM Change+$1.8B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee30:1
10Y Employee Change+40 (+666.7%)

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.

* 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.