← Tributary

PARKSHORE WEALTH MANAGEMENT

GRANITE BAY, CA · CRD 148052 · IAPD ↗ · parkshorewealth.com · 916-797-3007

$517.9MRegulatory AUM
4Advisory reps
10Employees
5Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PARKSHORE WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — PARKSHORE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($455.4M -> $517.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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