Wealth manager, independent · Clayton, MO
Parkwoods Wealth Partners, LLC
SEC-registered investment adviser · CRD 331565 · SEC 801-130478
At a glance
Parkwoods Wealth Partners, LLC is an SEC-registered investment adviser based in Clayton, Missouri, with $1.8B in regulatory assets under management as of its Form ADV filed September 17, 2026. It reports 1,373 individual clients, 517 of them high-net-worth, holding an average of about $1.3 million each, and 49 employees. That ranks it 617th among the nation’s 5,657 independent wealth management RIAs and 16th of 92 in Missouri. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 877-278-2716parkwoods.comAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #617 of 5,657
- Rank among all SEC RIAs
- #3,873 of 17,210
- Rank in Missouri
- #16 of 92
- Individual clients
- 1,373
- High-net-worth clients
- 517
- Accounts
- 3,583
- Discretionary
- 100% of AUM
- Employees
- 49
- Advisory staff
- 24
- Offices
- 15
Owners and executives on its Form ADV
- Christopher H. GardnerOwner / Chief Compliance Officer
- Edward M. EdwinOwner | Chief Operating Officer
- Kevin O. ReillyOwner | Chief Financial Officer
- April M. MuellerOwner
- Jeffrey M. CampbellOwner
- Joshua S. SchlagelOwner
- Mark E. LuxOwner
- Edward F. LuxOwner
- Michael P. PrinceOwner
- Tina N. ConyersOwner
- Lori D. SchlagelOwner
- Dustin R. MeyerOwner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Parkwoods Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 517 | $1.4B | 81% |
| Individuals | 856 | $301M | 17% |
| Charitable organizations | 10 | $29M | 2% |
| Pension and profit sharing plans | 4 | $10M | <1% |
| Corporations or other businesses | 8 | $5M | <1% |
Disciplinary disclosures
Parkwoods Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗parkwoods.com ↗
AtlasMembers
The full record on Parkwoods Wealth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,199 peers of its type and size
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- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 11Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Acropolis Investment ManagementChesterfield | $2.6B | 1,037 |
| Mosaic WealthSt. Louis | $2.0B | 774 |
| Atwood & Palmer, Inc.Kansas City | $2.0B | 511 |
| Alpine Private WealthSaint Louis | $1.5B | 265 |
| Anderson Hoagland & CoSt Louis | $1.4B | 136 |
| Syntegra Private Wealth Group LLCChesterfield | $1.4B | 2,112 |
Background
Questions
How much does Parkwoods Wealth Partners, LLC manage?
Parkwoods Wealth Partners, LLC reports $1.8B in regulatory assets under management across 3,583 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 17, 2026.
How many clients does Parkwoods Wealth Partners, LLC have?
It reports 1,373 individual clients: 517 high-net-worth individuals and 856 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Parkwoods Wealth Partners, LLC headquartered?
Its main office is in Clayton, Missouri. It reports 15 offices in total and 49 employees, 24 of whom perform investment advisory functions.
How does Parkwoods Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Parkwoods Wealth Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 17, 2026, it reports these amounts held: Charles Schwab ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Parkwoods Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Parkwoods Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Parkwoods Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Parkwoods Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Parkwoods Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →