Parr Mcknight Wealth Management Group, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $936M
- Clients
- 613
- Avg AUM / client
- $1.7M
- Accounts
- 2,040
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 279 | $90.0M | 8.43% |
| High net worth individuals | 162 | $802M | 75.1% |
| Pension and profit sharing plans | 162 | $82.8M | 7.75% |
| Charitable organizations | 5 | $981K | 0.09% |
| Corporations and other businesses | 5 | $92.5M | 8.65% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Jason Parr | Managing Member | CFP | Sep 2017 (9y) | ≈ 6.25% – 25% via Viking Ventures, Inc |
| Brian Carl Mcknight | Managing Member | CFP | Sep 2017 (9y) | ≈ 6.25% – 25% via Zpoz Capital, Inc. |
| John Stewart Rudi | Managing Member | CFP | Sep 2017 (9y) | ≈ 6.25% – 25% via Steamboat Consulting, Inc. |
| Patricia Lynn Kavanagh | Chief Administration Officer | Jun 2018 (8y) | Less than 5% | |
| Higgins, Roseann | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Emily Ann Noyes | Registered representative | CFP | Aug 2024 (2y) | |
| Emily Dolan | Registered representative | Aug 2024 (2y) | ||
| Mindy Marie Prow | Registered representative | Aug 2024 (2y) | ||
| Joe Enzler | Registered representative | CFP | Aug 2024 (2y) | |
| Nelson Thomas Moen | Registered representative | Aug 2024 (2y) | ||
| John Patrick Obrien | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Viking Ventures, Inc | Owner | Sep 2017 | A | 25% – 50% |
| Zpoz Capital, Inc. | Owner | Sep 2017 | A | 25% – 50% |
| Steamboat Consulting, Inc. | Owner | Sep 2017 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Anthony Jason Parr: 25% – 50% of Viking Ventures, Inc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Brian Carl Mcknight: 25% – 50% of Zpoz Capital, Inc. × 25% – 50% direct ≈ 6.25% – 25% of the firm
- John Stewart Rudi: 25% – 50% of Steamboat Consulting, Inc. × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- TradePMR $1.1B (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗