Parkmont Wealth Advisors LLC

Overview

Parkmont Wealth Advisors LLC is a small, privately owned limited liability advisory firm that operates as a non-independent retail RIA. The firm charges fees based on a percentage of assets under management and combines portfolio management for individuals and small businesses with insurance brokerage and other financial product sales. Its client mix includes both individual and family households and some institutional relationships. The firm reports it is not an active ESG investor and is not organized as a multi-state or related adviser. Most client relationships appear to be managed on a discretionary basis, which aligns with its stated emphasis on portfolio management and ongoing advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices