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Home > Retirement Planners > california > los gatos > PARKWORTH WEALTH MANAGEMENT, INC.
PARKWORTH WEALTH MANAGEMENT, INC.
475 Alberto Way
Suite 210
Los Gatos, California 95032
Tel: 408-436-9800
About PARKWORTH WEALTH MANAGEMENT, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| 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 |
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