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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PARKWORTH WEALTH MANAGEMENT, INC.

CRD 133908

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90910808-e62b-126d-3baf-7663d12abe97

Data as of Feb 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Mar 26, 2012 to Feb 19, 2025
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $179MItem 5.F on the latest filing (2025-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $179M
Private client RAUM: $179MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 477
Individual clients: 15
High net worth clients: 71
Custody, client assets: $18.8M
SEC number: 801-122340
CIK: 2026602
CRD: 133908
Filings on the tape: 17
First filed: Mar 26, 2012
Latest filed: Feb 19, 2025
Organised: Corporation, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARTON, BRUCE, RICHARD	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURER	E	yes	01/2003	Mar 26, 2012	Nov 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PALO ALTO	CA	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 19, 2025	$179M	$179M	4	3	1	n/a	n/a
2023	Mar 1, 2024	$152M	$152M	4	3	1	n/a	n/a
2022	Feb 3, 2023	$128M	$128M	4	3	1	n/a	n/a
2021	Mar 15, 2022	$134M	$134M	5	4	1	n/a	n/a
2011	Mar 26, 2012	$36.6M	$34.5M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$179M	$152M	17.8%	$134M	10.0%	4	4	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	3	Sep 5, 2025	Aug 1, 2025	LOS GATOS, CA	Firm absorbed	RIA to RIA	75.0%

Relationships

Registered with (7)

← BRUCE RICHARD BARTONAdvisorregistration: previous registration
Apr 28, 2003 to Sep 5, 2025factForm ADV
← MICHAL ADAM ZYLAAdvisorregistration: previous registration
Jul 25, 2018 to Sep 5, 2025factForm ADV
← IAN MAXIMILIAN GONDAAdvisorregistration: previous registration
Jun 18, 2021 to Sep 5, 2025factForm ADV
← Sheac Yee Lim-HamiltonAdvisorregistration: previous registration
Jul 27, 2023 to Sep 5, 2025factForm ADV
← CHRISTOPHER JOHN MISSIRLIANAdvisorregistration: previous registration
Aug 7, 2015 to Aug 8, 2022factForm ADV
← JANET LUCINDA JOSSELYNAdvisorregistration: previous registration
Jun 5, 2013 to Jan 29, 2018factForm ADV
← JOVITA RUIZ HONORAdvisorregistration: previous registration
Apr 29, 2003 to Feb 23, 2011factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser3 advisors, firm absorbed, same day
Sep 5, 2025 to Aug 1, 2025factForm ADV

Controls (1)

← BARTON, BRUCE, RICHARDOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURER, ownership code E, individual
Mar 26, 2012 to Nov 14, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 5, 2025
Firm absorbed
Parkworth Wealth Management, Inc.'s advisors moved to Savant Wealth Management (Los Gatos, CA): 3 of 4 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Sep 5, 2025
Advisor changed firm
Ian Maximilian Gonda left Parkworth Wealth Management, Inc. for Savant Wealth Management (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2025
Advisor changed firm
Bruce Richard Barton left Parkworth Wealth Management, Inc. for Savant Wealth Management (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2025
Advisor changed firm
Michal Adam Zyla left Parkworth Wealth Management, Inc. for Savant Wealth Management (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2025
Advisor changed firm
Sheac Yee Lim-Hamilton left Parkworth Wealth Management, Inc. for Savant Wealth Management (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2022
Advisor changed firm
Christopher John Missirlian left Parkworth Wealth Management, Inc. for Wealth Architects, Llc (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Aug 18, 2021
First Form ADV filing
Parkworth Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Parkworth Wealth Management, Inc. no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $178.8M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90910808-e62b-126d-3baf-7663d12abe97
First observed: Mar 26, 2012
Last observed: Feb 19, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARKWORTH WEALTH MANAGEMENT, INC.

CRD 133908

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90910808-e62b-126d-3baf-7663d12abe97

Data as of Feb 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTON, BRUCE, RICHARD

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, TREASURER

yes

01/2003

Mar 26, 2012

Nov 14, 2024

City

State

Country

Employees

Also broker-dealer

PALO ALTO

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 19, 2025

$179M

n/a

2023

Mar 1, 2024

$152M

n/a

2022

Feb 3, 2023

$128M

n/a

2021

Mar 15, 2022

$134M

n/a

2011

Mar 26, 2012

$36.6M

$34.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$179M

$152M

17.8%

$134M

10.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

Sep 5, 2025

Aug 1, 2025

LOS GATOS, CA

Firm absorbed

RIA to RIA

75.0%