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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 16
Office Locations
About Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners is an independent RIA providing wealth planning and discretionary portfolio management for individuals and families, with a focus on small business owners, independent women, and pre-retirement couples. The firm emphasizes tax efficiency, risk management, retirement readiness, and legacy/wealth transfer, and also offers retirement plan consulting. Custody is supported through Charles Schwab.
Team overview
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Asset Classes
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTOPHER HOVEY GARDNER
Chief Compliance Officer, Founder, Owner, Wealth Advisor
- CRD
- #2630862
- Ownership
- 5% but less than 10%
JEFFREY MICHAEL CAMPBELL
Owner
- CRD
- #2388201
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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WILLIAM HENRY BRADDY III
Senior Wealth Advisor
- CRD
- #4313461
JOSHUA DEE BRUMBAUGH
Wealth Advisor & Shareholder
- CRD
- #6440239
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,779,587,466 | $498,205 |
| Non-Discretionary | $5,475,552 | $497,777 |
| Total | $1,785,063,018 | $498,203 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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