RIA Intel›Advisers›California›PARKSHORE WEALTH MANAGEMENT

PARKSHORE WEALTH MANAGEMENT

Advisory

N·GRANITE BAY, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$518M

1-Year AUM Growth

+9.9%

3-Year CAGR

+5.4%

Employees

4

Assets Under Management

Total AUM$518M

Discretionary AUM$480M

Non-Discretionary AUM$37M

Discretionary %92.8%

Total Clients509

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record58

First FilingAug 13, 2008

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARKSHORE WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.