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| Keyboard |
| Parkshore Wealth Management
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|---|---|
| CRD # | 148052 |
| SEC # | 801-78573 |
| CIK # | 0002024251 |
| AUM | 517.9 M (2026-06-11) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-797-3007 |
| Address | 5940 Granite Lake Drive Granite Bay, CA 95746 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Amazon Com Inc | 3.9 | ||
| Tesla Motors Inc | 3.2 | ||
| American Express Co | 2.9 | ||
| Lockheed Martin Corp | 2.7 | ||
| Motorola Inc | 2.0 | ||
| Procter & Gamble Co | 1.5 | ||
| Cadiz Inc | 1.3 | ||
| Nvidia Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 123.6 |
| (b) Individuals (high net worth individuals) | 154 | 387.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,611 | 517.9 |
| By Discretionary | ||
| Discretionary | 1,463 | 480.5 |
| Non-Discretionary | 148 | 37.4 |
| Total | 1,611 | 517.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.9 | |
| Total | 1,611 | 517.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002024251] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fiduciary Advisors LLC
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UT | 520.2 M |
|
Dean Jacobson Financial Services LLC
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Independent Wealth Network Inc
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BGM Wealth Partners LLC
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Alliance Wealth Management Group LLC
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Fiat Wealth Management LLC
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|
Nest Egg ETFS LLC
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|
CA | 517.3 M |
|
Chelsea Counsel Company
✚
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CA | 517.0 M |
|
Medallion Wealth Advisors LLC
✚
|
CT | 516.9 M |