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PARKWOODS WEALTH PARTNERS, LLC

CLAYTON, MO · CRD 331565 · IAPD ↗ · parkwoods.com · (877) 278-2716

$1.79BRegulatory AUM
24Advisory reps
49Employees
39Clients
1-10Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
October 2026 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in CO, IL, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
August 2026 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in HI, ID, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in LA, MN, UT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 14 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
July 2026 — PARKWOODS WEALTH PARTNERS, LLC grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
July 2026 — PARKWOODS WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($961.9M -> $1.79B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
June 2026 — PARKWOODS WEALTH PARTNERS, LLC changed its website from parkwoodswealth.com to parkwoods.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2026 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — PARKWOODS WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($408.6M -> $961.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2026 — PARKWOODS WEALTH PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
79
April 2026 — PARKWOODS WEALTH PARTNERS, LLC grew from 3 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2026 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in AZ, GA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2025 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in IN, KY, MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 7 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
December 2025 — PARKWOODS WEALTH PARTNERS, LLC now reports custody of client assets ($2.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
June 2025 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
June 2025 — PARKWOODS WEALTH PARTNERS, LLC moved its main office from SYRACUSE, NY to CLAYTON, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
June 2025 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2025 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — PARKWOODS WEALTH PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
January 2025 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — PARKWOODS WEALTH PARTNERS, LLC notice-filed in CA, FL, MD, NC, NH, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
October 2024 — PARKWOODS WEALTH PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2024 — PARKWOODS WEALTH PARTNERS, LLC (SYRACUSE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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