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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Parkwoods Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Parkwoods Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Parkwoods Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parkwoods Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parkwoods Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Parkwoods Wealth Partners?","answer":"Parkwoods Wealth Partners is owned through trusts and holding companies by Marion Shore, Robert Bumbalough, Patrick Zumbusch and Terence Donahe. 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