← Tributary

PARKSIDE FAMILY OFFICE LLC

· CRD 339242 · IAPD ↗ · parksidefamilyoffice.com · 425-238-4356

$52.4MRegulatory AUM
1Advisory reps
1Employees
19Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
June 2026 — PARKSIDE FAMILY OFFICE LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $52.4M RAUM, 1 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
95
January 2026 — PARKSIDE FAMILY OFFICE LLC (EDMONDS, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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