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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Parkstone Wealth Management LLC
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|---|---|
| CRD # | 168253 |
| SEC # | 801-78430 |
| CIK # | |
| AUM | $201.1 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 817-962-0068 |
| Address | 1000 Ballpark Way Arlington, TX 76011 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.9 |
| (b) Individuals (high net worth individuals) | 11 | 178.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 17.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 201.1 |
| By Discretionary | ||
| Discretionary | 77 | 201.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 77 | 201.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.1 | |
| Total | 77 | 201.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortune Financial Advisors LLC
✚
|
KS | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Finley Financial LLC
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NV | 0.2 |
|
Corrado Advisors LLC
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|
NJ | 0.2 |
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Investology Inc
✚
|
VA | 0.2 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
|
Compass Planning Associates Inc
✚
|
0.2 |