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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
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 152 clients, or 152 clients per representative. That equates to $225.3K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on June 12, 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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- Client Personas
- Custodian
- Investment Themes
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- Services
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Owner & Executives
WILLIAM PARK DAVIDSON
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5677089
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Park Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.