Parkshore Wealth Management
● SEC registered since 2013CRD 148052SEC# 801-78573Granite Bay, CA
Reg. AUM
$517.9M
Employees
10
Accounts
1,611
Location
Granite Bay, CA
Parkshore Wealth Management assets under management
Parkshore Wealth Management is an SEC-registered investment adviser based in Granite Bay, CA. The firm has been registered since 2013. It reports $517.9 million in regulatory assets under management and employs 10 people.
Parkshore Wealth Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Christian Andersen Control | President/Chief Executive Officer/Chief Compliance Officer | 5-10% | 2025 |
| Harold Craig Anderson Control | Chief Financial Officer | Over 75% | 2025 |
Frequently asked questions
How much does Parkshore Wealth Management manage?
Parkshore Wealth Management reports $517.9 million in regulatory assets under management on its Form ADV.
How many employees does Parkshore Wealth Management have?
Parkshore Wealth Management reports 10 employees.
Where is Parkshore Wealth Management located?
Parkshore Wealth Management is based in Granite Bay, CA and has been SEC-registered since 2013.
Does Parkshore Wealth Management disclose fund performance?
Parkshore Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5940 Granite Lake Drive, Granite Bay, CA 95746 |
| Phone | 916-797-3007 |
| Fax | 916-797-1747 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2024251 |
| Discloses disciplinary history | No |
Regulatory AUM
$517.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$517.9Mregulatory AUM
Discretionary $480.5MNon-discretionary $37.4M