PARKWORTH WEALTH MANAGEMENT, INC.
CRD #133908 SEC #801-122340 LOS GATOS, CA 408-436-9800
SEC Registered
Total AUM
$178.8M
Discretionary
$178.8M
Employees
4
Clients
51
Accounts
477
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $178.8M | $178.8M | $0 | 4 | 10 |
| Feb 2025 | $178.8M | $178.8M | $0 | 4 | 10 |
| Nov 2024 | $151.8M | $151.8M | $0 | 4 | 8 |
| Mar 2024 | $151.8M | $151.8M | $0 | 4 | 8 |
| Apr 2023 | $127.6M | $127.6M | $0 | 4 | 8 |
| Feb 2023 | $127.6M | $127.6M | $0 | 4 | 8 |
| Feb 2023 | $127.6M | $127.6M | $0 | 4 | 8 |
| Nov 2022 | $134.2M | $134.2M | $0 | 5 | 13 |
| Mar 2022 | $134.2M | $134.2M | $0 | 5 | 13 |
| Mar 2022 | $134.2M | $134.2M | $0 | 5 | 13 |
| Aug 2021 | $129.5M | $129.5M | $0 | 6 | 0 |
| Aug 2021 | $129.5M | $129.5M | $0 | 6 | 0 |
| Jun 2012 | $39.8M | $37.7M | $2.1M | 1 | 26 |
| May 2012 | $39.8M | $37.7M | $2.1M | 1 | 26 |
| May 2012 | $39.8M | $37.7M | $2.1M | 1 | 26 |
| May 2012 | $39.8M | $37.7M | $2.1M | 1 | 26 |
| Mar 2012 | $36.6M | $34.5M | $2.1M | 1 | 26 |
| Feb 2011 | $49.4M | $46.7M | $2.7M | 5 | -- |
| Mar 2009 | $37.1M | $35.5M | $1.6M | 5 | -- |
| Mar 2007 | $39.8M | $36.7M | $3.1M | 5 | -- |
| Feb 2006 | $30.7M | $26.8M | $3.9M | 5 | -- |
DateFeb 2025
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees4
Clients10
DateFeb 2025
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees4
Clients10
DateNov 2024
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees4
Clients8
DateMar 2024
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees4
Clients8
DateApr 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients8
DateFeb 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients8
DateFeb 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients8
DateNov 2022
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees5
Clients13
DateMar 2022
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees5
Clients13
DateMar 2022
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees5
Clients13
DateAug 2021
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2012
Total AUM$39.8M
Discretionary$37.7M
Non-Disc.$2.1M
Employees1
Clients26
DateMay 2012
Total AUM$39.8M
Discretionary$37.7M
Non-Disc.$2.1M
Employees1
Clients26
DateMay 2012
Total AUM$39.8M
Discretionary$37.7M
Non-Disc.$2.1M
Employees1
Clients26
DateMay 2012
Total AUM$39.8M
Discretionary$37.7M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2012
Total AUM$36.6M
Discretionary$34.5M
Non-Disc.$2.1M
Employees1
Clients26
DateFeb 2011
Total AUM$49.4M
Discretionary$46.7M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2009
Total AUM$37.1M
Discretionary$35.5M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2007
Total AUM$39.8M
Discretionary$36.7M
Non-Disc.$3.1M
Employees5
Clients--
DateFeb 2006
Total AUM$30.7M
Discretionary$26.8M
Non-Disc.$3.9M
Employees5
Clients--