Parkwoods Wealth Partners, LLC
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
FINTRXOverview
Parkwoods Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individuals, families and institutional clients and operates as a capital allocator, sourcing and selecting third-party managers alongside providing in-house portfolio management. Its fee schedule includes asset-based fees, hourly charges and fixed fees. Core advisory services listed on its ADV include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting and the selection of other advisers. The firm does not identify 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
Robert French
Chief Investment OfficerCRD 5238727
Kevin Reilly
Chief Financial OfficerCRD 5718991
Contacts
3 of 33
Edward Edwin
Investment AdvisorCRD 5671799
John Resurreccion
Head of Retirement Plan ServicesCRD 5898735
William Braddy
Senior Wealth AdvisorCRD 4313461
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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