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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-24-2007
- Office Locations
- 1
Office Locations
About Park Place Wealth Advisors, INC
Park Place Wealth Advisors is a family-run financial consulting firm providing integrated wealth management and comprehensive planning for individuals and families, including estate, retirement, long-term care, education (529), and charitable planning, plus insurance and corporate qualified/non-qualified retirement plan rollovers. They emphasize goal-based advice and portfolio diversification, with securities offered through Osaic Wealth, Inc.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $626.7K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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The full Park Place Wealth Advisors, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL J GANNETT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5169808
- Ownership
- 50% but less than 75%
JEAN CREWS GANNETT
Wealth Advisor
- CRD
- #1809460
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ALEXANDER Daniel GANNETT
Partner
- CRD
- #8150363
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,106,252 | -- |
| Total | $87,106,252 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Park Place Wealth Advisors, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.