PARKMONT WEALTH ADVISORS LLC

Overview

Parkmont Wealth Advisors LLC is a small- to mid-sized independent advisory firm that focuses on portfolio management for individuals and small businesses while also operating as an insurance broker and financial product salesperson. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its public filings show a clear tilt toward equities—specifically exchange-traded securities—as the primary building block of client portfolios, with supplemental exposure to mutual funds and externally managed real estate strategies. Portfolio management appears to be predominantly discretionary, with the firm managing day-to-day asset allocation and security selection for most clients. Parkmont is not identified as an active ESG investor and does not report multistate adviser status. The business model blends investment advisory services with insurance distribution, suggesting a hybrid advice and product-placement capability for clients seeking wealth planning plus insurance solutions.

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Public Holdings

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Location & Offices