PARKWOODS WEALTH PARTNERS, LLC
CRD #331565 SEC #801-130478 CLAYTON, MO (877) 278-2716
SEC Registered
Total AUM
$408.6M
Discretionary
$408.2M
Employees
6
Clients
--
Accounts
745
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| EDWIN, EDWARD, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| FRENCH, ROBERT, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | |
| FRENCH, ROBERT, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | |
| FRENCH, ROBERT, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | |
| FRENCH, ROBERT, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REILLY, KEVIN, OWEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, KEVIN, OWEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| ALFRED SEARS REVOCABLE TRUST | DE | OWNER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 | DE | OWNER | C | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| HIP PARKWOODS VENTURES, LLC | DE | OWNER | B | |
| SHORELINE ASSET MANAGEMENT, LLC | DE | OWNER | B | |
| GARDNER, CHRISTOPHER, HOVEY | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HANSEN, BRIAN, NEIL | I | HANSEN FAMILY TRUST | F | Control |
| HANSEN, BRIAN, NEIL | I | HANSEN FAMILY TRUST | F | Control |
| HANSEN, BRIAN, NEIL | I | HANSEN FAMILY TRUST | F | Control |
| HANSEN, BRIAN, NEIL | I | HANSEN FAMILY TRUST | F | Control |
| HANSEN, ELIZABETH, LONG | I | 2021 HANSEN FAMILY TRUST | F | Control |
| HANSEN, ELIZABETH, LONG | I | 2021 HANSEN FAMILY TRUST | F | Control |
| HANSEN, ELIZABETH, LONG | I | 2021 HANSEN FAMILY TRUST | F | Control |
| HANSEN, ELIZABETH, LONG | I | 2021 HANSEN FAMILY TRUST | F | Control |
| SEARS, ALFRED | I | ALFRED SEARS REVOCABLE TRUST | F | Control |
| SEARS, ALFRED | I | ALFRED SEARS REVOCABLE TRUST | F | Control |
| SEARS, ALFRED | I | ALFRED SEARS REVOCABLE TRUST | F | Control |
| SEARS, ALFRED | I | ALFRED SEARS REVOCABLE TRUST | F | Control |
| SEARS, ALFRED | I | ALFRED SEARS REVOCABLE TRUST | F | Control |
| 2021 HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| 2021 HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| 2021 HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| 2021 HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| 2021 HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
| HANSEN FAMILY TRUST | DE | HIP PARKWOODS VENTURES, LLC | D | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (17)
CA CT FL IN KY MA MD ME MO NC NH NY OH SC TN TX VA
Address
222 SOUTH CENTRAL AVENUESUITE 550
CLAYTON, MO 63105
United States
Phone: (877) 278-2716