Parkstone Wealth Management, LLC
● SEC registered since 2013CRD 168253SEC# 801-78430Arlington, TX
Reg. AUM
$210.6M
Employees
3
Accounts
87
Location
Arlington, TX
Parkstone Wealth Management, LLC assets under management
Parkstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in Arlington, TX. The firm has been registered since 2013. It reports $210.6 million in regulatory assets under management and employs 3 people.
Parkstone Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl Fuller Quisenberry Control | Managing Member And Chief Compliance Officer | 50-75% | 2013 |
| Chester Alan Straily Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Parkstone Wealth Management, LLC manage?
Parkstone Wealth Management, LLC reports $210.6 million in regulatory assets under management on its Form ADV.
How many employees does Parkstone Wealth Management, LLC have?
Parkstone Wealth Management, LLC reports 3 employees.
Where is Parkstone Wealth Management, LLC located?
Parkstone Wealth Management, LLC is based in Arlington, TX and has been SEC-registered since 2013.
Does Parkstone Wealth Management, LLC disclose fund performance?
Parkstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Ballpark Way, Suite 302, Arlington, TX 76011 |
| Phone | 817-962-0068 |
| Fax | 817-977-7879 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.6M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$210.6Mregulatory AUM
Discretionary $210.6M