PARKSHORE WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$517,887,077
Discretionary
$480,487,817
Non-discretionary
$37,399,260
Firm details
- CRD number
- 148052
- SEC file number
- 801-78573
- Main office
- GRANITE BAY, CA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://PARKSHOREWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.