RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERE Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERD Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERD Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERD Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERD Control
BARTON, BRUCE, RICHARDICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURERD Control
HONOR, JOVITA, RUIZIPRESIDENT, CHIEF PLANNING AND INVESTMENT OFFICER, SECRETARYD Control
HONOR, JOVITA, RUIZIPRESIDENT, CHIEF PLANNING AND INVESTMENT OFFICER, SECRETARYD Control
HONOR, JOVITA, RUIZIPRESIDENT, CHIEF PLANNING AND INVESTMENT OFFICER, SECRETARYD Control
HONOR, JOVITA, RUIZIPRESIDENT, CHIEF PLANNING AND INVESTMENT OFFICER, SECRETARYD Control

Registrations

Federal

IA
Feb 20, 2025 REGISTERED

Notice Filings (4)

CA NH NY TX

Address

475 ALBERTO WAY
SUITE 210
LOS GATOS, CA 95032
United States
Phone: 408-436-9800