Parkshore Wealth Management

RIASEC Registered

Total AUM

$518M

Discretionary

$480M

93% of AUM

Avg account

$321K

Accounts

1,611

Employees

Advisory reps

Firm details

Headquarters: Granite Bay, California
CRD number: 148052
Registered since: September 23, 2013
Website: www.parkshorewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI74.83%
Individuals23.87%
Pension & Profit Sharing Plans1.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Parkshore Wealth Management is an independent, privately owned registered investment adviser that focuses on advisory services for individuals, families and institutional clients. The firm is SEC-registered (initially registered in 2013) and describes itself as a capital allocator that provides financial planning, portfolio management for both individuals/small businesses and businesses/institutions, pension consulting and selection of other advisers. Its fee menu includes percentage-of-AUM billing as well as hourly, fixed-fee and other arrangements. Parkshore’s positioning emphasizes managed portfolios using publicly traded funds and separate account structures rather than an ESG-first approach; the firm is not listed as an active ESG investor. Client relationships span advisory and discretionary mandates, with the adviser executing both portfolio management and advisor-of-advisors roles.