# Parkshore Wealth Management

> Parkshore Wealth Management is an SEC-registered investment advisory firm in Granite Bay, CA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 148052
- Filed as: PARKSHORE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Granite Bay, CA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148052
- AdvisorCensus page: https://advisorcensus.com/firm/parkshore-wealth-management-granite-bay-ca-148052

## Quick answers

**How is Parkshore Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Parkshore Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Parkshore Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 11, 2026 states: Hourly rate: $250 an hour (401k Review); Hourly rate: $200 an hour (401k Review). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parkshore Wealth Management located?**
Parkshore Wealth Management's principal office is in Granite Bay, CA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Parkshore Wealth Management registered with the SEC or a state?**
Parkshore Wealth Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 148052.

**How much does Parkshore Wealth Management manage?**
Parkshore Wealth Management reports $517,887,077 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (93% discretionary).

**How have Parkshore Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Parkshore Wealth Management: Regulatory assets under management: $341,044,420 in the October 2021 data and $517,887,077 in the October 2026 data, up 52%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parkshore Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (368); high net worth individuals (154); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Parkshore Wealth Management use?**
Parkshore Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Parkshore Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148052

**What changed in Parkshore Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $455,395,765 to $517,887,077 (+14%). Changed its office addresses in Logan, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Hourly rate: $250 an hour (401k Review)

> 401k Review $250/hr (2.5 hour min) $200/hr (2.5 hour min) Included

- Hourly rate: $200 an hour (401k Review)

> Insurance Analysis $250/hr (2.5 hour min) $200/hr (2.5 hour min) Included

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $517,887,077
- Discretionary: $480,487,817
- Non-discretionary: $37,399,260

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 368 | $123,616,586 |
| High net worth individuals | 154 | $387,509,085 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $6,761,406 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Folsom, CA
- Lehi, UT
- Logan, UT

### Websites listed on Form ADV (Item 1.I)
- [parkshorewealth.com](https://parkshorewealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $341,044,420 | 9 | August 25, 2021 |
| October 2022 | $374,010,519 | 9 | May 9, 2022 |
| October 2023 | $363,215,516 | 9 | February 21, 2023 |
| October 2024 | $399,051,530 | 8 | March 20, 2024 |
| October 2025 | $455,395,765 | 9 | March 25, 2025 |
| October 2026 | $517,887,077 | 10 | June 11, 2026 |

Regulatory assets under management: $341,044,420 in the October 2021 data and $517,887,077 in the October 2026 data, up 52%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $455,395,765 to $517,887,077 (+14%).
- Changed its office addresses in Logan, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkshore Wealth Management (CRD 148052): Form ADV filing data as of October 2026.