Terence Anthony Donahe
Investment adviser representative at Parkwoods Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Parkwoods Wealth Partners, LLCMay 2026 to now
- Springwater Wealth Management, LLCMar 2013 to Apr 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OR).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1845426
- Firm CRD
- 331565