SEC Form ADV · CIK 2024251

PARKSHORE WEALTH MANAGEMENT

Firm profile: Parkshore Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$517.9M
Assets Under Management
5
Total Clients
10
Employees
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Registration Details

CIK
2024251
Accession
crd-148052
Location
GRANITE BAY, CA
Filing Date
June 11, 2026
AUM
$517.9M
Total Clients
5
Institutional Clients
6
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

PARKSHORE WEALTH MANAGEMENT is a registered investment adviser headquartered in GRANITE BAY, CA, managing approximately $517.9M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.