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
- 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
FINTRXOverview
Parkwoods Wealth Partners, LLC is an independent registered investment advisor organized as an LLC and registered with the SEC in 2024. The firm identifies itself as a capital allocator and serves a mix of individual, family and institutional clients. Its fee arrangements include percentage-of-assets, hourly billing and fixed fees. Core advisory services listed include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm reports affiliations with accounting and insurance firms and does not position itself as an active ESG investor.
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 Funds82%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
2 of 2
Kevin Reilly
Chief Financial OfficerCRD 5718991
Robert French
Chief Investment OfficerCRD 5238727
Contacts
3 of 31
Terence Donahe
Senior Wealth AdvisorCRD 1845426
Justin Cox
Portfolio ManagerCRD 7033063
Jacob Lingard
Senior Wealth AdvisorCRD 5638603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$579M in ETFs
14%
$83.4M
85%
$496M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $64.7M | 925,410 | 11.16% |
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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