PARK Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,467,556
Clients
152
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
152
Very HighAverage account size
$207,023
About
Park Wealth Management, LLC provides ongoing portfolio management and financial planning services to individuals and high‑net‑worth clients, with a stated minimum account size of $250,000, and reported discretionary assets under management of about $32.47 million as of December 2025. The firm prepares written Investment Policy Statements and offers tailored investment programs based on each client’s goals, risk tolerance, and time horizon.
The adviser implements portfolios using fundamental, technical, and quantitative analysis and employs both long‑term and short‑term trading strategies; it provides both discretionary and non‑discretionary management and conducts periodic monitoring with at least annual reviews by the firm’s principal. Financial planning services and model portfolios are used to structure recommendations across clients’ investment and financial‑planning needs.
Notably, the firm manages client assets internally rather than delegating to third‑party managers and—uncommon for a solo independent adviser—serves institutional clients in addition to individuals. The brochure also indicates the firm may require use of a specific broker‑dealer (it names a recommended custodian and accepts related research/soft‑dollar benefits) and uses a broad investment menu that includes leveraged ETFs, real‑estate funds/REITs, and alternative investments.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Up to $250 for creating client financial plans
All assets+: 1.00% annually
$150 per hour
Account minimum: $250,000
Main office location
PARK Wealth Management, LLC
200 E Bessemer Ave.
Greensboro NC 27401, United States
Number of offices
1
Most active in
PARK Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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