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PARKVIEW ASSET MANAGEMENT, INC.

OAKBROOK TERRACE, IL · CRD 307977 · IAPD ↗ · wpn360.com · (708) 481-4000

$206.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — PARKVIEW ASSET MANAGEMENT, INC. reported RAUM up 28% ($160.5M -> $206.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — PARKVIEW ASSET MANAGEMENT, INC. reported RAUM up 27% ($126.8M -> $160.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — PARKVIEW ASSET MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — PARKVIEW ASSET MANAGEMENT, INC. changed its website from pvam360.com to wpn360.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.