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 operates as an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator, using external managers alongside in-house portfolio management. Compensation methods include a percentage of assets under management, hourly fees, and fixed fees. According to its disclosures, advisory capabilities cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and does not report itself as a multi-state adviser.
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 2Kevin Reilly
Chief Financial OfficerCRD 5718991
Robert French
Chief Investment OfficerCRD 5238727
Contacts
3 of 29
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 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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