Park Place Wealth Advisors, Inc

Overview

Park Place Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm serves individual and family clients and positions itself as a capital allocator that both manages portfolios and sources third‑party managers. Its fee schedule combines percentage-of-AUM billing with hourly and fixed fees, and it also transacts on a commission basis. In addition to advisory work, the firm operates as a registered representative of a broker‑dealer and holds licenses as a real estate and insurance broker. Advisory services extend beyond portfolio management for individuals and small businesses to financial planning, selection of other advisers, and investor education through newsletters and seminars. The firm does not identify as an active ESG investor and is not organized as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives