P
Parks Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Parks Wealth Management LLC offers discretionary asset management together with financial planning and consulting services, providing ongoing portfolio oversight and tailored planning engagements. Its Form ADV indicates the firm was founded in 2025, is wholly owned by its principal, and currently reports no assets under management or active advisory clients.
The firm operates with discretionary trading authority and employs fundamental, technical and cyclical analysis to implement strategies that range from long- and short-term positions to options, derivatives and other complex instruments. It charges asset-management clients using a percentage-of-assets approach while financial planning engagements are billed on an hourly basis, and the brochure notes planning work is delivered on a defined timetable and may be waived if clients implement recommendations through the firm.
Noteworthy aspects include the use of hourly fees for planning—an uncommon practice among firms in the investment-manager category—coupled with a broad stated investment menu that includes structured notes, hedge funds, managed futures and options. Other operational details that may matter to institutional or pooled-vehicle clients are the firm’s requirement to use Charles Schwab as custodian, its policy of not aggregating trades across accounts, and its stated practice of not voting client proxies.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
1.00% annual fee
$200 per hour for financial planning services
Main office location
Parks Wealth Management LLC
Lowell IN, United States
Number of offices
1
Most active in
Parks Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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
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