Patrick John Zumbusch

Employer firm

Parkwoods Wealth Partners, LLC CRD 331565

$1.79B regulatory AUM 39 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 05/2026
  Wellspring Financial Partners
  Tucson, AZ
• 03/2012 → 12/2016
  Wellspring99 Llc
  Tuacon, AZ
• 05/2026 → Present
  Parkwoods Wealth Partners, Llc
  Clayton, MO

Previous Registrations

• 2011-09-21 → 2026-07-08
  Wellspring Financial Partners
  Tucson, AZ
• 2012-08-03 → 2016-12-31
  Wellspring99
  Tucson, AZ
• 2008-09-11 → 2011-10-20
  Pathways Financial Partners,Inc.
  Tuscon, AZ

Other Businesses

3MinuteMoney | 4703 E. Camp Lowell Drive, Tucson, AZ 85712 | Investment Related | Production of financial literacy videos | Owner as of 02/07/2023 | Devotes 4 hours per month to this position, none of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-23

Designations

• Certified Financial Planner