PARK WEALTH MANAGEMENT, LLC

PARK WEALTH MANAGEMENT, LLC of GREENSBORO, NC is an SEC-registered investment adviser (CRD 170188). Regulatory assets under management: $34.2M.

Registration

• CRD: 170188
• Type: Registered investment adviser
• Location: 200 E BESSEMER AVE., GREENSBORO, NC, 27401
• Phone: 336-580-7274
• Latest filing: 2026-06-12
• Regulatory AUM: $34.2M
• Discretionary AUM: $34.2M
• Clients: 1
• Accounts: 196

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170188 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search