# 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.

- CRD: 331565
- Filed as: PARKWOODS WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331565
- AdvisorCensus page: https://advisorcensus.com/firm/parkwoods-wealth-partners-llc-clayton-mo-331565

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,785,063,018
- Discretionary: $1,779,587,466
- Non-discretionary: $5,475,552

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 856 | $300,578,232 |
| High net worth individuals | 517 | $1,441,026,470 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,988,832 |
| Charitable organizations | 10 | $28,589,972 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $4,879,512 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 49 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Carmel, IN
- Houston, TX
- Lake Oswego, OR
- Nashville, TN
- New Castle, IN
- Syracuse, NY
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- parkwoods.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $403,489,904 | 6 | September 27, 2024 |
| October 2025 | $408,594,987 | 6 | June 25, 2025 |
| October 2026 | $1,785,063,018 | 49 | September 17, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkwoods Wealth Partners, LLC (CRD 331565): Form ADV filing data as of October 2026.