475 Alberto Way
Suite 210
Los Gatos, California 95032
Tel: 408-436-9800
PARKWORTH WEALTH MANAGEMENT, INC, formally registered with the SEC as PARKWORTH WEALTH MANAGEMENT, INC. The firm was established in 09/17/2021. They have over 2 offices throughout the country.
PARKWORTH WEALTH MANAGEMENT, INC. is a Los Gatos, California based Financial Planning firm with nearly $178,793,537 assets under management, offering retirement planning & investment advisory services to 477 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 133908 |
SEC# | 801-122340 |
Assets Managed by Firm | $178,793,537 |
No. of Clients | 477 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 477 | $178,793,537 |
Individuals (other than high net worth individuals) | 15 | $5,493,225 |
High net worth individuals | 71 | $173,300,312 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Los Gatos, California