PARKMONT WEALTH ADVISORS LLC

PARKMONT WEALTH ADVISORS LLC of FREMONT, OH is an SEC-registered investment adviser (CRD 291778). Regulatory assets under management: $42.9M.

Registration

• CRD: 291778
• Type: Registered investment adviser
• Location: 900 CROGHAN STREET, FREMONT, OH, 43420
• Phone: 419-332-1111
• Latest filing: 2026-03-23
• Regulatory AUM: $42.9M
• Discretionary AUM: $42.6M
• Non-discretionary AUM: $340K
• Clients: 6
• Accounts: 510

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291778 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search