PARK Wealth Management, LLC

Park Wealth Management is a small independent advisory firm overseeing about $34.25 million in discretionary assets across roughly 152 client relationships, primarily serving individuals and high‑net‑worth clients. The firm provides ongoing portfolio management and financial planning, documenting each engagement with an Investment Policy Statement and accepting both discretionary and non‑discretionary authority.

The firm’s investment process combines fundamental, technical and quantitative analysis to construct portfolios tailored to a client’s goals, income, tax situation and documented risk tolerance. Implementation spans mutual funds, equities, fixed income, ETFs (including leveraged ETFs), real estate funds and alternative investments, and PWM employs both long‑term and short‑term trading with regular monitoring and quarterly reporting.

What is notable about the firm is that it manages client assets internally rather than using third‑party sub‑advisers and states it can tailor portfolio management across different mandates, which can support non‑individual or institutional‑style accounts alongside its individual business. The brochure also discloses a $250,000 typical account threshold and the use of active, short‑term trading and leveraged products, which can increase model and trading risks relative to more passive peers.