Parkwoods Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Parkwoods Wealth Partners reports 1,395 clients. They include 856 individual clients, 517 high-net-worth individuals and 10 charitable organizations. Of its assets, 99.7% ($1.78B across 3,572 accounts) are managed with discretion; $5.48M across 11 accounts are not. It advised 39 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 17% |
| High-net-worth individuals | 37% | 81% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 856 | $301M | 16.8% | $351K |
| High-net-worth individuals | 517 | $1.44B | 80.7% | $2.79M |
| Pension and profit-sharing plans | 4 | $9.99M | 0.6% | $2.5M |
| Charitable organizations | 10 | $28.6M | 1.6% | $2.86M |
| Corporations and other businesses | 8 | $4.88M | 0.3% | $610K |
| Total | 1,395 | $1.79B | 100% | $1.28M |
- Clients
- 856
- Regulatory AUM
- $301M
- AUM share
- 16.8%
- Avg. per client
- $351K
- Clients
- 517
- Regulatory AUM
- $1.44B
- AUM share
- 80.7%
- Avg. per client
- $2.79M
- Clients
- 4
- Regulatory AUM
- $9.99M
- AUM share
- 0.6%
- Avg. per client
- $2.5M
- Clients
- 10
- Regulatory AUM
- $28.6M
- AUM share
- 1.6%
- Avg. per client
- $2.86M
- Clients
- 8
- Regulatory AUM
- $4.88M
- AUM share
- 0.3%
- Avg. per client
- $610K
Total
- Clients
- 1,395
- Regulatory AUM
- $1.79B
- AUM share
- 100%
- Avg. per client
- $1.28M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 39
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Parkwoods Wealth Partners charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M and above | 0.30% |
Fee details and sources
Other fees
- Financial Planning Services
- Project-based financial planning is a fixed fee generally not exceeding $10,000, or billed hourly at $300 per hour, depending on scope.
The Robert T. French Revocable Trust of 2016 owns 25% to 50% of Parkwoods Wealth Partners. The leadership team of Parkwoods Wealth Partners includes Chief Operating Officer Edward Edwin, Chief Financial Officer Kevin Reilly and Chief Compliance Officer Christopher Gardner. It has 49 employees, 24 of them in advisory roles.
Staff
- 49 employees
- 24 in advisory functions
- 30 state-registered reps
- 1 insurance agent
- Owns 75% or more of Parkwoods Wealth Partners, LLC
Jacob Lingard
Control person · since August 2026
- Owns 75% or more of Parkwoods Wealth Partners, LLC
Michelle Gessner
Control person · since August 2026
- Owns 50% to 75% of Parkwoods Wealth Partners, LLC
James Corbeau
Control person · since April 2023
- Owns 25% to 50% of Parkwoods Wealth Partners, LLC
The Robert T. French Revocable Trust of 2016
Control person · since March 2025
Robert French
Trustee · Control person · since March 2025
- Owns 10% to 25% of Parkwoods Wealth Partners, LLC
Alfred Sears Revocable Trust
Control person · since April 2024
Alfred Sears
Trustee · Control person · since April 2013
- Owns 10% to 25% of Parkwoods Wealth Partners, LLC
Investment Metrics, LLC
since May 2026
- Owns 50% to 75% of Investment Metrics, LLC
Patrick Zumbusch
Control person · since May 2026
- Owns 5% to 10% of Parkwoods Wealth Partners, LLC
Christopher Gardner
Control person · since April 2024
- Owns 5% to 10% of Parkwoods Wealth Partners, LLC
Hip Parkwoods Ventures, LLC
since April 2024
- Owns 50% to 75% of Hip Parkwoods Ventures, LLC
Hansen Family Trust
Control person · since February 2024
Brian Hansen
Trustee · Control person · since September 2020
- Owns 50% to 75% of Hip Parkwoods Ventures, LLC
2021 Hansen Family Trust
Control person · since February 2024
Elizabeth Hansen
Trustee · Control person · since September 2021
- Owns 5% to 10% of Parkwoods Wealth Partners, LLC
Shoreline Asset Management, LLC
since July 2025
- Owns 50% to 75% of Shoreline Asset Management, LLC
Marion Shore
Control person · since March 1998
- Owns 50% to 75% of Shoreline Asset Management, LLC
Robert Bumbalough
Control person · since January 2002
- Owns 5% to 10% of Parkwoods Wealth Partners, LLC
Powder Diamonds, Inc.
since April 2026
- Owns 50% to 75% of Powder Diamonds, Inc.
Terence Donahe
Control person · since April 2023
Deirdre Kochanski
Trustee of The Kochanski Living Trust, Dated November 7, 2005 · Control person · since November 2005
Michael Kochanski
Trustee of The Kochanski Living Trust, Dated November 7, 2005 · Control person · since November 2005
Linda Shore
Trustee of Marion E. Shore, JR. and Linda A. Shore Joint Revocable Trust · Control person · since March 2025
Timothy Goodyear
Trustee of Goodyear Family Trust U/A/T Dated December 3, 2024 · Control person · since December 2024
Parkwoods Wealth Partners’ regulatory assets grew Infinity× from $0 (July 2024) to $1.79B (September 2026); employees rose from 6 to 49. Between 2024 and 2026, 5 advisory firms joined it. The largest by last filed assets were Investment Metrics (Wellspring Financial Partners) ($1.02B, July 2026) and Fmf&e Wealth Management ($358M, June 2024). The most recent was Gessner Wealth Strategies, in August 2026.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.79B | 1,395 | 49 | 15 |
| Jun 2025June 2025 | $409M | 307 | 6 | 8 |
| Jul 2024July 2024 | $0 | 0 | 6 | 1 |
Firms that joined
20263 joined
- Gessner Wealth StrategiesNo filed AUM
- Investment Metrics (Wellspring Financial Partners)Last filed AUM $1.02B
- Springwater Wealth ManagementLast filed AUM $169M
20251 joined
- Shoreline Asset Management (Shoreline Wealth Advisors)Last filed AUM $245M
20241 joined
- Fmf&e Wealth ManagementLast filed AUM $358M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Parkwoods Wealth Partners has 14 offices (7 private residences, listed without an address), with 8 listed addresses across 7 states.
Indiana · 2 listed addresses
- 11495 North Pennsylvania Street, Carmel
- 412 S. Main Street, New Castle
Arizona · 1 listed address
- 4703 E. Camp Lowell Drive, Tucson
Missouri · 1 listed address
- 222 South Central Avenue, Suite 500, ClaytonHQ
New York · 1 listed address
- 507 Plum Street, Syracuse
Oregon · 1 listed address
- 5335 Meadows Road, Lake Oswego
Tennessee · 1 listed address
- 40 Burton Hills BLVD., Nashville
Texas · 1 listed address
- 1717 St. James Place, Houston
Contact and registration details
- Legal name
- Parkwoods Wealth Partners, LLC
- Headquarters
- 222 South Central Avenue, Suite 500, Clayton, MO 63105
- Website
- parkwoods.com
- Phone
- 877-278-2716
- SEC file
- 801-130478
- Founded
- 2024
- Structure
- Delaware LLC
- Fiscal year end
- December
Parkwoods Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($1.77B). Parkwoods Wealth Partners has custody of $3.9M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.77B100%
At year end, Parkwoods Wealth Partners’ separately managed accounts were mostly in funds (82%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $622M across 168 positions; the largest are Dimensional ETF Trust (10.4%), Dimensional ETF Trust (9.4%) and Dimensional ETF Trust (7.5%).
What the accounts hold
- Stocks3%
- Funds82%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash10%
How many clients does Parkwoods Wealth Partners have?
Parkwoods Wealth Partners has 1,395 clients and manages $1.79 billion for them, as of September 2026. They include 856 individual clients, 517 high-net-worth individuals and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Parkwoods Wealth Partners offer?
Parkwoods Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Parkwoods Wealth Partners charge?
Parkwoods Wealth Partners charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears.
Source: PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A, filed 17 September 2026
Which custodians does Parkwoods Wealth Partners use?
Parkwoods Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.77B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Parkwoods Wealth Partners have?
Parkwoods Wealth Partners has 30 investment adviser representatives registered with state securities authorities, out of 49 employees, and 24 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Parkwoods Wealth Partners invest in?
At the end of its last fiscal year, Parkwoods Wealth Partners’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 4% U.S. government and agency bonds, 3% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Parkwoods Wealth Partners?
Parkwoods Wealth Partners is owned through trusts and holding companies by Marion Shore, Robert Bumbalough, Patrick Zumbusch and Terence Donahe. Its direct owners are Christopher Gardner (5% to 10%), Alfred Sears Revocable Trust (10% to 25%), Hip Parkwoods Ventures, LLC (5% to 10%), the Robert T. French Revocable Trust of 2016 (25% to 50%), Shoreline Asset Management, LLC (5% to 10%), Investment Metrics, LLC (10% to 25%), Powder Diamonds, Inc. (5% to 10%), James Corbeau (50% to 75%), Jacob Lingard (75% or more) and Michelle Gessner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Parkwoods Wealth Partners get paid?
Parkwoods Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Parkwoods Wealth Partners?
Parkwoods Wealth Partners’ main office is at 222 South Central Avenue, Suite 500, Clayton, MO 63105. Its phone number is 877-278-2716. Its website is parkwoods.com.