Parkstone Wealth Management, LLC
Parkstone Wealth Management, LLC is an SEC-registered wealth manager in Arlington, TX with $210.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Parkstone Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168253, SEC 801-78430, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $210.6M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Arlington, TX
- Employees
- 3
- Clients
- 22
- CRD
- 168253
- Ownership
- QUISENBERRY, CHERYL, FULLER; HUDSON, ORLANDO, THILL; STRAILY, CHESTER, ALAN; PURCELL, JOHN, PETER; PKS HOLDINGS, LLC
How much AUM does Parkstone Wealth Management, LLC have?
Parkstone Wealth Management, LLC reported $210.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Parkstone Wealth Management, LLC?
Disclosed owners and executives of Parkstone Wealth Management, LLC include QUISENBERRY, CHERYL, FULLER, HUDSON, ORLANDO, THILL, STRAILY, CHESTER, ALAN, PURCELL, JOHN, PETER, PKS HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.