RIA Intel›Advisers›North Carolina›PARK WEALTH MANAGEMENT, LLC

PARK WEALTH MANAGEMENT, LLC

Advisory

GREENSBORO, NC

Data as of Jun 12, 2026 · Source: SEC Form ADV

Average account
$175K
across 196 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
152
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients152
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

MILLENNIUM PLANNING GROUP, LLC
PITTSBORO, NC
$34M
PRESTIGE CAPITAL ADVISORS, LLC
CHARLOTTE, NC
$34M
0.0% 1Y
POTERACK CAPITAL ADVISORY, INC.
CHARLOTTE, NC
$34M
+0.2% 1Y
MONTAG MANANGEMENT CORP
CHARLOTTE, NC
$34M
ENDURANCE FINANCIAL LLC
CARY, NC
$35M
SKIBEK WEALTH MANAGEMENT, LLC
$34M

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