Parkwoods Wealth Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$498K
Accounts
3,583
Employees
46
Advisory reps
34

Firm details

Headquarters
Clayton, Missouri
CRD number
331565
Registered since
June 13, 2024
Website
parkwoods.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.73%
  • Individuals16.84%
  • Charitable Organizations1.6%
  • Pension & Profit Sharing Plans0.56%
  • Corporations / Businesses0.27%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Parkwoods Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2024 and functions as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting and selection-of-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Parkwoods reports it does not pursue active ESG investing and lists industry affiliations with accounting and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 10%, US Government Bonds 4%, Exchange Traded Equities 3%, State & Local Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents10%
  • US Government Bonds4%
  • Exchange Traded Equities3%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Robert French

    Robert French

    Chief Investment OfficerCRD 5238727

  • Kevin Reilly

    Kevin Reilly

    Chief Financial OfficerCRD 5718991

Contacts

3 of 32
  • Edward Edwin

    Edward Edwin

    Investment AdvisorCRD 5671799

  • John Resurreccion

    John Resurreccion

    Head of Retirement Plan ServicesCRD 5898735

  • William Braddy

    William Braddy

    Senior Wealth AdvisorCRD 4313461

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$579M in ETFs

Passive

14%

$83.4M

Active

85%

$496M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US TARGETED VALUE ETF (DFAT)DimensionalActiveSmall Value$64.7M925,41011.16%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth