Overview
Assets Under Management: $179 million
Headquarters: LOS GATOS, CA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
PARKWORTH WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133908), PARKWORTH WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PARKWORTH WEALTH MANAGEMENT, INC. is headquartered in LOS GATOS, CA.
PARKWORTH WEALTH MANAGEMENT, INC. serves 71 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, PARKWORTH WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PARKWORTH WEALTH MANAGEMENT, INC. manages $179 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, PARKWORTH WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 477
Discretionary Accounts: 477
Regulatory Filings
CRD Number: 133908
Last Filing Date: 2025-02-19 00:00:00
Website: https://parkworth.com