{
  "crd_number": 168253,
  "slug": "parkstone-wealth-management-llc-arlington-tx-168253",
  "primary_business_name": "PARKSTONE WEALTH MANAGEMENT, LLC",
  "legal_name": "PARKSTONE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Arlington",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-08-09",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 210611988.0,
  "raum_discretionary": 210611988.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 20908438.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1824412.0,
      "count": 6
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 187879138.0,
      "count": 15
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://parkstonewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168253",
  "city_as_filed": "ARLINGTON",
  "url": "https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253",
  "display_name": "Parkstone Wealth Management, LLC",
  "summary": "Parkstone Wealth Management, LLC is an SEC-registered investment advisory firm in Arlington, TX, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Parkstone Wealth Management, LLC (CRD 168253): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Parkstone Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Parkstone Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Parkstone Wealth Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $3,000,000: 1.5% a year; $3,000,001 to $10,000,000: 1.25% a year; Above $10,000,001: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Parkstone Wealth Management, LLC located?",
      "a": "Parkstone Wealth Management, LLC's principal office is in Arlington, TX, according to its Form ADV."
    },
    {
      "q": "Is Parkstone Wealth Management, LLC registered with the SEC or a state?",
      "a": "Parkstone Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168253."
    },
    {
      "q": "How much does Parkstone Wealth Management, LLC manage?",
      "a": "Parkstone Wealth Management, LLC reports $210,611,988 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Parkstone Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Parkstone Wealth Management, LLC: Regulatory assets under management: $152,848,543 in the October 2021 data and $210,611,988 in the October 2026 data, up 38%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Parkstone Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (6); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Parkstone Wealth Management, LLC use?",
      "a": "Parkstone Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Parkstone Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/168253"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 152848543.0,
      "total_employees": 3,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170661553.0,
      "total_employees": 3,
      "filing_date": "2022-03-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156601880.0,
      "total_employees": 3,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 178000551.0,
      "total_employees": 3,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 201134485.0,
      "total_employees": 3,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210611988.0,
      "total_employees": 3,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "tiers": [
      {
        "band": "Up to $3,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$3,000,001 to $10,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $3,000,000: 1.5% a year",
          "$3,000,001 to $10,000,000: 1.25% a year",
          "Above $10,000,001: 1% a year"
        ],
        "quotes": [
          "Total Assets Under Management Annual Fees \n$0 - $3,000,000 1.50% - 2.00% \n$3,000,001 - $10,000,000 1.25% \n$10,000,001 - AND UP 1.00%"
        ]
      }
    ],
    "quotes": [
      "Total Assets Under Management Annual Fees \n$0 - $3,000,000 1.50% - 2.00% \n$3,000,001 - $10,000,000 1.25% \n$10,000,001 - AND UP 1.00%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1824412.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 187879138.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 20908438.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168253",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}