RIA Intel›Advisers›Ohio›PARKMONT WEALTH ADVISORS LLC

PARKMONT WEALTH ADVISORS LLC

Advisory

FREMONT, OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$84K

across 510 accounts

AUM per adviser

$9M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$340K

Discretionary %99.2%

Total Clients510

Team

Total Employees6

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

510 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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