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
$962M
Employees
28
Offices
12 offices
Total Clients
738
Primary office
CLAYTON, MO
222 SOUTH CENTRAL AVENUE, SUITE 550, CLAYTON, MO, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
484
2
HNWI
31.6%
233
3
Pension Plans
1.1%
8
4
Corporations
0.9%
7
5
Charitable
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$962Mas of March 19, 2026
Discretionary100.0%
$962M
100% of total RAUM100.0%
Non-discretionary0.0%
$393K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$962M
Total Accounts1,897
10Y AUM Change+$962M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee26:1
10Y Employee Change+22 (+366.7%)
* 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.