Parkshore Wealth Management
Parkshore Wealth Management is an SEC-registered mass-market adviser in Granite Bay, CA with $517.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Parkshore Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148052, SEC 801-78573, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $517.9M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Granite Bay, CA
- Employees
- 10
- Clients
- 528
- CRD
- 148052
- Ownership
- ANDERSEN, DANIEL, CHRISTIAN; ANDERSON, HAROLD, CRAIG
How much AUM does Parkshore Wealth Management have?
Parkshore Wealth Management reported $517.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Parkshore Wealth Management?
Disclosed owners and executives of Parkshore Wealth Management include ANDERSEN, DANIEL, CHRISTIAN, ANDERSON, HAROLD, CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.