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Multi-Family OfficeRIA · CRD 170188State-Registered Investment Adviser

Updated:

Park Wealth Management

PARK WEALTH MANAGEMENT, LLC is a state-registered investment adviser in GREENSBORO, NC. The firm manages approximately $31 million in regulatory assets.

Overview

PARK WEALTH MANAGEMENT, LLC is a state-registered investment adviser in GREENSBORO, NC. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Norwalk, CT, United States

Frequently asked questions

Who runs investment decisions at Park Wealth Management?

The firm does not publicly name its investment committee or key decision-makers. SEC registration filings list the firm as a limited liability company with a single disclosed control person responsible for advisory operations, but their identity is not promoted in any public marketing or media.

Does Park Wealth Management participate in fund commitments or only direct deals?

No public documentation confirms the firm's allocation between direct investments, fund commitments, or co-investment vehicles. Its regulatory disclosures describe broad portfolio management services, but the firm has not published case studies or reporting on investment structures.

What is Park Wealth Management's known posture on co-investments alongside external GPs?

The firm has made no public statements regarding co-investment activity. Without published deal participation or named GPs, its co-investment posture — including whether it does or does not pursue such arrangements — remains entirely undisclosed.

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