Parkworth Wealth Management, Inc.

Parkworth Wealth Management, Inc. (CRD# 133908) is a financial advisory firm headquartered in San Jose, CA. They manage $69,409,869 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $260,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Parkworth Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bruce R. Barton
CRD#: 2175965
1737 N. First Street, Suite 290, San Jose, CA 95112
96
Wealthminder
score

Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in San Jose, CA and has over 13 years of experience in the finance industry. Bruce Barton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Janet L. Josselyn
CRD#: 6191927
1737 N. First Street, Suite 290, San Jose, CA 95112
89
Wealthminder
score

Janet Josselyn (CRD# 6191927) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in San Jose, CA and has over 3 years of experience in the finance industry.

3
Christopher J. Missirlian
CRD#: 6537960
1737 N. First Street, Suite 290, San Jose, CA 95112
87
Wealthminder
score

Christopher Missirlian (CRD# 6537960) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in San Jose, CA and has 1 year of experience in the finance industry.

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