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Bruce Richard Barton

PARKWORTH WEALTH MANAGEMENT, INC.·LOS GATOS, California
Series 65Clean record23 years registeredPARKWORTH WEALTH MANAGEMENT, INC.
475 ALBERTO WAY, LOS GATOS, CA 95032CRD# 2175965Firm CRD# 133908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Richard Barton · LOS GATOS, CA
Registration
CRD #2175965 · PARKWORTH WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Aug 2025 – present
PARKWORTH WEALTH MANAGEMENT, INC.
Apr 2003 – Sep 2025
LOS GATOS, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARKWORTH WEALTH MANAGEMENT, INC.
CRD 133908 · SEC 801-122340
AUM
$152M
Regulatory assets under management
Employees
4
377 client accounts
Services offered by PARKWORTH WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARKWORTH WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Bruce Richard Barton offer?
Bruce Richard Barton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS GATOS, California for a consultation.
What are Bruce Richard Barton's credentials?
Bruce Richard Barton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Richard Barton located?
Bruce Richard Barton is based in LOS GATOS, California, working with PARKWORTH WEALTH MANAGEMENT, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Bruce Richard Barton charge for services?
Bruce Richard Barton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKWORTH WEALTH MANAGEMENT, INC.?
PARKWORTH WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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