AdvisorCensus / Financial advisors / Ohio / Parkmont Wealth Advisors LLC
Parkmont Wealth Advisors LLC is a state-registered investment advisory firm in Fremont, OH, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Parkmont Wealth Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Parkmont Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Parkmont Wealth Advisors LLC located?
Parkmont Wealth Advisors LLC's principal office is in Fremont, OH, according to its Form ADV.
Is Parkmont Wealth Advisors LLC registered with the SEC or a state?
Parkmont Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291778.
How much does Parkmont Wealth Advisors LLC manage?
Parkmont Wealth Advisors LLC reports $42,898,121 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (99% discretionary).
What types of clients does Parkmont Wealth Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (501); high net worth individuals (8); corporations or other businesses not listed above (1).
Does Parkmont Wealth Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291778
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$42,898,121 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2018 (8 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Parkmont Wealth Advisors LLC (CRD 291778): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/parkmont-wealth-advisors-llc-fremont-oh-291778