PARKWORTH WEALTH MANAGEMENT, INC.

PARKWORTH WEALTH MANAGEMENT, INC. of LOS GATOS, CA is an SEC-registered investment adviser (CRD 133908). Regulatory assets under management: $178.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (3)

NameRoleLocation
Bruce Richard BartonCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURER
BARTON BRUCE RICHARDCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURER
HONOR JOVITA RUIZPRESIDENT, CHIEF PLANNING AND INVESTMENT OFFICER, SECRETARY

Branch offices (3)

CityStateEmployeesPhone
1408 436.9800
1408 436.9800
1408 436.9800

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