PARKWOODS WEALTH PARTNERS, LLC
Firm details
- Headquarters
- CLAYTON, Missouri
- CRD number
- 331565
- Registered since
- June 13, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.17%
- Individuals14.1%
- Pension & Profit Sharing Plans4.35%
- Charitable Organizations2.81%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Parkwoods Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and recorded with the SEC in 2024. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension-consulting-related work, and selecting other advisers. Fee arrangements reported include percentage-of-AUM billing as well as hourly and fixed-fee options. Parkwoods does not self-identify as an active ESG investor and lists professional ties to accounting and insurance firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents15%
- US Government Bonds7%
- Exchange Traded Equities4%
- State & Local Bonds1%
Owners & executives
2 of 2KEVIN REILLY
Chief Financial OfficerCRD 5718991
ROBERT FRENCH
Chief Investment OfficerCRD 5238727
Contacts
3 of 20TERENCE DONAHE
Senior Wealth AdvisorCRD 1845426
ERIC LANE
Wealth AdvisorCRD 2948398
JAMES CORBEAU
Senior Wealth AdvisorCRD 4536673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$386M in ETFs
7%
$25.1M
93%
$361M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $57M | 912,352 | 14.76% |
Location
CLAYTON, MO
SAINT LOUIS
Location
CLAYTON, MO
Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 222 S Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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