Parkworth Wealth Management, Inc.

EST. AUM
$178,793,537

CONTACTS
1

CLIENT ACCOUNTS
477

Firm Details

Metro area San Jose
CRD Number 133908
Website parkworth.com
Client types

Overview

Parkworth Wealth Management, Inc. is a fee-only registered investment adviser based in Los Gatos, CA, providing comprehensive financial planning and investment management to families and individuals in the San Francisco Bay Area and beyond. The firm integrates holistic wealth management services including equity compensation planning, tax and estate structuring, retirement and education planning, and risk assessment. Parkworth emphasizes fiduciary duty, transparent fee-only compensation, and investment approaches centered on diversified, low-cost indexed strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Parkworth Wealth Management, Inc.

Platform Details

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