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Timothy Michael Fleshman

Investment adviser representative at Parkwoods Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 yearsFirm in business

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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

11 years in the industry.

  1. Parkwoods Wealth Partners, LLCMay 2026 to now
  2. Wellspring Financial PartnersOct 2022 to May 2026
  3. Brandvia AllianceMay 2015 to Oct 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
7980482
Firm CRD
331565
Advisor's SEC record (opens in a new tab)
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