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CW

Cole W. Wheeler

PARKWOODS WEALTH PARTNERS
Manvel, TX
Some features on this profile are disabled
CRD#: 7075937
CW

Professional summary

Cole William Wheeler, CFP® is a registered financial advisor currently at PARKWOODS WEALTH PARTNERS, LLC located in Manvel, Texas.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cole has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole William Wheeler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 26, 2026 - Present

PARKWOODS WEALTH PARTNERS, LLC

RIA
CRD#: 331565
Manvel, TX
Past

March 11, 2021 - February 24, 2026

LINSCOMB WEALTH, INC.

RIA
CRD#: 106779
HOUSTON, TX
Past

July 1, 2019 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA
CRD#: 106779
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA
Registered Investment Advisory firm - (6/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2019
Uniform Investment Adviser Law Examination

Current Firm

PW
PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA
Registered Investment Advisory firm - (6/13/2024 Approved)
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Contact information

Main Address
222 South Central Avenue Suite 550, Clayton, MO 63105
Mailing Address
Phone number
(877) 278-2716
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (20 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts745
AUM (Assets Under Management)$ 408,594,987

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565Manvel, TX

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