Parkwoods Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 331565
· SEC file 801-130478
· Clayton, MO
· PARKWOODS.COM
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 1,395
- Avg AUM / client
- $1.3M
- Accounts
- 3,583
- Employees
- 46
AUM over time
$0
$1.8B
May 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 856 | $301M | 16.8% |
| High net worth individuals | 517 | $1.4B | 80.7% |
| Pension and profit sharing plans | 4 | $10.0M | 0.56% |
| Charitable organizations | 10 | $28.6M | 1.6% |
| Corporations and other businesses | 8 | $4.9M | 0.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tidal Basin Holdco Llc 401(k) Retirement Savings Plan Tidal Basin Holdco Llc | 2024 |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sears, Alfred | Trustee | Apr 2013 (13y) | GP / trustee / elected manager of Alfred Sears Revocable Trust (indirect) | |
| Hansen, Brian, Neil | Trustee | Sep 2020 (6y) | GP / trustee / elected manager of Hansen Family Trust (indirect) | |
| Hansen, Elizabeth, Long | Trustee | Sep 2021 (5y) | GP / trustee / elected manager of 2021 Hansen Family Trust (indirect) | |
| Christopher Hovey Gardner | Member / Chief Compliance Officer | CFP | Apr 2024 (2y) | 25% – 50% |
| Edwin, Edward, Matthew | Chief Operating Officer | Apr 2024 (2y) | Less than 5% | |
| April Marie Mueller | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Michael Campbell | Registered representative | Sep 2024 (2y) | ||
| Ryan Laurence Furlong | Registered representative | CFP | Dec 2024 (2y) | |
| John Oakley Resurreccion | Registered representative | CFP | Jan 2025 (2y) | |
| William Henry Braddy | Registered representative | CFP | Jan 2025 (2y) | |
| Eric Howard Lane | Registered representative | CFP | Feb 2025 (1y) | |
| Robert Timothy French | Registered representative | CFA | Mar 2025 (1y) | |
| David Andrew Nash | Registered representative | CFP | Aug 2025 (1y) | |
| Edward Francis Lux | Registered representative | Aug 2025 (1y) | ||
| Joshua Dee Brumbaugh | Registered representative | Aug 2025 (1y) | ||
| Marion Eugene Shore | Registered representative | Personal Financial Specialist | Aug 2025 (1y) | |
| Mark Edward Lux | Registered representative | Chartered Financial Consultant | Aug 2025 (1y) | |
| Robert Jay Bumbalough | Registered representative | Personal Financial Specialist | Aug 2025 (1y) | |
| Vicki Jean Kelsey | Registered representative | Aug 2025 (1y) | ||
| Dustin Ryan Meyer | Registered representative | CFP | Sep 2025 (1y) | |
| Cole William Wheeler | Registered representative | CFP | Feb 2026 (0y) | |
| Joshua Samuel Schlagel | Registered representative | Mar 2026 (0y) | ||
| James Louis Corbeau | Registered representative | CFP | May 2026 (0y) | |
| Terence Anthony Donahe | Registered representative | CFP Chartered Financial Consultant | May 2026 (0y) | |
| Justin Case Cox | Registered representative | Jun 2026 (0y) | ||
| Jacob Rudd Lingard | Registered representative | CFP Chartered Financial Consultant | Jun 2026 (0y) | |
| Jacob Andrew Edwards | Registered representative | Jun 2026 (0y) | ||
| Theodore J Goodyear | Registered representative | Jun 2026 (0y) | ||
| Timothy Michael Fleshman | Registered representative | Jun 2026 (0y) | ||
| Deirdre Marie Kochanski | Registered representative | Jun 2026 (0y) | ||
| Patrick John Zumbusch | Registered representative | CFP | Jun 2026 (0y) | |
| Dustin Mikeal Vincent | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alfred Sears Revocable Trust | Owner | Apr 2024 | A | 25% – 50% |
| Hip Parkwoods Ventures, Llc | Owner | Apr 2024 | A | 10% – 25% |
| 2021 Hansen Family Trust | Beneficial Owner | Feb 2024 | B | ≈ 5% – 18.75% via Hip Parkwoods Ventures, Llc |
| Hansen Family Trust | Beneficial Owner | Feb 2024 | B | ≈ 5% – 18.75% via Hip Parkwoods Ventures, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 2021 Hansen Family Trust: 50% – 75% of Hip Parkwoods Ventures, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Hansen Family Trust: 50% – 75% of Hip Parkwoods Ventures, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tidal Basin Holdco Llc 401(k) Retirement Savings Plan | Tidal Basin Holdco Llc | 599 | $20.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗