Parkworth Wealth Management, Inc.

Parkworth Wealth Management, Inc. (CRD# 133908) is a financial advisory firm headquartered in Los Gatos, CA. They manage $151,779,662 in 377 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
475 Alberto Way, Suite 210, Los Gatos, CA 95032
https://www.facebook.com/parkworthwealthmanagement/
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $402,599
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Parkworth Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bruce Barton, financial advisor Los Gatos CA
Bruce R. Barton
CRD#: 2175965
475 Alberto Way, Suite 210, Los Gatos, CA 95032

Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry.

2
Michal Zyla, financial advisor Los Gatos CA
Michal A. Zyla
CRD#: 6991129
475 Alberto Way, Suite 210, Los Gatos, CA 95032

Michal Zyla (CRD# 6991129) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.

3
Ian Gonda, financial advisor Los Gatos CA
Ian M. Gonda
CRD#: 7388181
475 Alberto Way, Suite 210, Los Gatos, CA 95032

Ian Gonda (CRD# 7388181) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 2 years of experience in the finance industry.

4
Sheac Yee Lim-Hamilton, financial advisor Los Gatos CA
Sheac Yee Lim-Hamilton
CRD#: 7780629
475 Alberto Way, Suite 210, Los Gatos, CA 95032

Sheac Yee Lim-Hamilton (CRD# 7780629) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals