$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2014
- Office Locations
- 1
Office Locations
200 E Bessemer Ave. Greensboro NC
About Park Wealth Management, LLC
Park Wealth Management, LLC is a Greensboro-based RIA. The firm has been operating for 12 years. Managing $34.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$34.2M AVG AUM / ADVISOR
$225.3K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM PARK DAVIDSON
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5677089
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,248,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,248,489 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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