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PARKSHORE WEALTH MANAGEMENT
CRD 148052 · SEC 801-78573
5940 GRANITE LAKE DRIVE, GRANITE BAY, CA, 95746, United States
Phone
916-797-3007
Fax
916-797-1747
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$517.9M
Discretionary AUM
$480.5M
Team
10 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER FEES
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 368 | $123.6M |
| High net worth individuals | 154 | $387.5M |
| Pension/profit sharing plans | 6 | $6.8M |
States served
AZ, CA, CO, ID, NV, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD