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PARKSIDE ADVISORS LLC

BERKELEY, CA · CRD 125553 · IAPD ↗ · 510-883-1350

$746.5MRegulatory AUM
4Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — PARKSIDE ADVISORS LLC (BERKELEY, CA) left the SEC roster (was $746.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.