AdvisorCensus / Financial advisors / Missouri / St. Louis / Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Parkwoods Wealth Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Parkwoods Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Parkwoods Wealth Partners, LLC located?
Parkwoods Wealth Partners, LLC's principal office is in Clayton, MO, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F).
Is Parkwoods Wealth Partners, LLC registered with the SEC or a state?
Parkwoods Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331565.
How much does Parkwoods Wealth Partners, LLC manage?
Parkwoods Wealth Partners, LLC reports $1,785,063,018 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).
How have Parkwoods Wealth Partners, LLC's assets and staff changed since 2024?
In the Form ADV data for Parkwoods Wealth Partners, LLC: Regulatory assets under management: $403,489,904 in the October 2024 data and $1,785,063,018 in the October 2026 data, up 342%. Total employees: 6 in October 2024 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Parkwoods Wealth Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (856); high net worth individuals (517); charitable organizations (10).
Which custodians does Parkwoods Wealth Partners, LLC use?
Parkwoods Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Parkwoods Wealth Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331565
What changed in Parkwoods Wealth Partners, LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 21 to 24. Added an office in Houston, TX. No longer lists an office in Farmington, CT. No longer lists an office in Foz Do Arelho. Registered or notice-filed in CO, IL, MI. Updated its list of owners and control persons (Schedule A).
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
- Hourly charges
- Fixed fees (other than subscription fees)
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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated June 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,785,063,018 as of October 2026, filing dated September 17, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 49. Performing investment advisory functions: 24.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
7 other offices, as of the October 2026 filing
- States registered or notice-filed
-
31 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,785,063,018 | 49 | September 17, 2026 |
| October 2025 | $408,594,987 | 6 | June 25, 2025 |
| October 2024 | $403,489,904 | 6 | September 27, 2024 |
Regulatory assets under management: $403,489,904 in the October 2024 data and $1,785,063,018 in the October 2026 data, up 342%.
Total employees: 6 in October 2024 and 49 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 21 to 24.
- Added an office in Houston, TX.
- No longer lists an office in Farmington, CT.
- No longer lists an office in Foz Do Arelho.
- Registered or notice-filed in CO, IL, MI.
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Registered or notice-filed in HI, ID, NJ.
- July 2026
- Regulatory assets under management went from $961,917,048 to $1,785,063,018 (+86%).
- Employees performing advisory functions went from 14 to 21.
- Added an office in Tucson, AZ.
- Registered or notice-filed in LA, MN, UT, WI.
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Added an office in Foz Do Arelho.
- Added an office in Lake Oswego, OR.
- Registered or notice-filed in WA.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $408,594,987 to $961,917,048 (+135%).
- Employees performing advisory functions went from 3 to 14.
- February 2026
- Registered or notice-filed in AZ, GA, OR.
- December 2025
- Registered or notice-filed in IN, KY, MA, OH.
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. Parkwoods Wealth Partners, LLC (CRD 331565): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/parkwoods-wealth-partners-llc-clayton-mo-331565