PARKSHORE WEALTH MANAGEMENT
CRD #148052 SEC #801-78573 GRANITE BAY, CA 916-797-3007
SEC Registered
Total AUM
$455.4M
Discretionary
$423.8M
Employees
9
Clients
251
Accounts
1,607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $455.4M | $423.8M | $31.6M | 9 | 7 |
| Mar 2024 | $399.1M | $385.1M | $13.9M | 8 | 2 |
| Oct 2023 | $363.2M | $341.8M | $21.4M | 9 | 6 |
| Feb 2023 | $363.2M | $341.8M | $21.4M | 9 | 6 |
| Nov 2022 | $374M | $360.2M | $13.8M | 9 | 6 |
| Oct 2022 | $374M | $360.2M | $13.8M | 9 | 6 |
| May 2022 | $374M | $360.2M | $13.8M | 9 | 6 |
| Mar 2022 | $374M | $360.2M | $13.8M | 9 | 6 |
| Aug 2021 | $341M | $312.1M | $28.9M | 9 | 10 |
| Mar 2021 | $341M | $312.1M | $28.9M | 9 | 10 |
| Jan 2021 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Oct 2020 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Aug 2020 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Jun 2020 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Apr 2020 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Feb 2020 | $269.7M | $258.5M | $11.1M | 7 | 0 |
| Dec 2019 | $184.6M | $178.7M | $6M | 7 | 0 |
| Oct 2019 | $184.6M | $178.7M | $6M | 7 | 0 |
| Aug 2019 | $184.6M | $178.7M | $6M | 6 | 0 |
| Mar 2019 | $184.6M | $178.7M | $6M | 6 | 0 |
| Dec 2018 | $188.4M | $182.1M | $6.3M | 6 | 1 |
| Mar 2018 | $188.4M | $182.1M | $6.3M | 6 | 1 |
| Nov 2017 | $167.6M | $160.9M | $6.7M | 4 | 190 |
| Oct 2017 | $167.6M | $160.9M | $6.7M | 4 | 190 |
| Aug 2017 | $167.6M | $160.9M | $6.7M | 4 | 190 |
| Feb 2017 | $148.7M | $142.6M | $6.1M | 4 | 190 |
| Feb 2016 | $114.3M | $114.3M | $0 | 4 | 190 |
| Jan 2015 | $128.8M | $120.1M | $8.7M | 4 | 190 |
| Nov 2014 | $115.3M | $112.1M | $3.2M | 4 | 169 |
| Jul 2014 | $115.3M | $112.1M | $3.2M | 4 | 169 |
| Apr 2014 | $115.3M | $112.1M | $3.2M | 4 | 169 |
| Mar 2014 | $115.3M | $112.1M | $3.2M | 4 | 169 |
| Jan 2014 | $115.3M | $112.1M | $3.2M | 4 | 169 |
| Nov 2013 | $100M | $97.5M | $2.6M | 3 | 140 |
| Sep 2013 | $100M | $97.5M | $2.6M | 3 | 140 |
| May 2012 | $79.8M | $79.8M | $0 | 1 | 200 |
| Apr 2012 | $79.8M | $79.8M | $0 | 1 | 200 |
| Apr 2012 | $79.8M | $79.8M | $0 | 1 | 200 |
| Mar 2012 | $79.8M | $79.8M | $0 | 1 | 200 |
| Jun 2011 | $79M | $75.3M | $3.7M | 5 | -- |
| Mar 2011 | $79M | $75.3M | $3.7M | 5 | -- |
| Dec 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Dec 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Oct 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Sep 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Aug 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Jul 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Jul 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Mar 2010 | $66.8M | $65.5M | $1.2M | 5 | -- |
| Jul 2009 | $41M | $0 | $41M | 5 | -- |
| Jul 2009 | $41M | $0 | $41M | 5 | -- |
| Feb 2009 | $41M | $0 | $41M | 5 | -- |
DateMar 2025
Total AUM$455.4M
Discretionary$423.8M
Non-Disc.$31.6M
Employees9
Clients7
DateMar 2024
Total AUM$399.1M
Discretionary$385.1M
Non-Disc.$13.9M
Employees8
Clients2
DateOct 2023
Total AUM$363.2M
Discretionary$341.8M
Non-Disc.$21.4M
Employees9
Clients6
DateFeb 2023
Total AUM$363.2M
Discretionary$341.8M
Non-Disc.$21.4M
Employees9
Clients6
DateNov 2022
Total AUM$374M
Discretionary$360.2M
Non-Disc.$13.8M
Employees9
Clients6
DateOct 2022
Total AUM$374M
Discretionary$360.2M
Non-Disc.$13.8M
Employees9
Clients6
DateMay 2022
Total AUM$374M
Discretionary$360.2M
Non-Disc.$13.8M
Employees9
Clients6
DateMar 2022
Total AUM$374M
Discretionary$360.2M
Non-Disc.$13.8M
Employees9
Clients6
DateAug 2021
Total AUM$341M
Discretionary$312.1M
Non-Disc.$28.9M
Employees9
Clients10
DateMar 2021
Total AUM$341M
Discretionary$312.1M
Non-Disc.$28.9M
Employees9
Clients10
DateJan 2021
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateOct 2020
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateAug 2020
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateJun 2020
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateApr 2020
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateFeb 2020
Total AUM$269.7M
Discretionary$258.5M
Non-Disc.$11.1M
Employees7
Clients0
DateDec 2019
Total AUM$184.6M
Discretionary$178.7M
Non-Disc.$6M
Employees7
Clients0
DateOct 2019
Total AUM$184.6M
Discretionary$178.7M
Non-Disc.$6M
Employees7
Clients0
DateAug 2019
Total AUM$184.6M
Discretionary$178.7M
Non-Disc.$6M
Employees6
Clients0
DateMar 2019
Total AUM$184.6M
Discretionary$178.7M
Non-Disc.$6M
Employees6
Clients0
DateDec 2018
Total AUM$188.4M
Discretionary$182.1M
Non-Disc.$6.3M
Employees6
Clients1
DateMar 2018
Total AUM$188.4M
Discretionary$182.1M
Non-Disc.$6.3M
Employees6
Clients1
DateNov 2017
Total AUM$167.6M
Discretionary$160.9M
Non-Disc.$6.7M
Employees4
Clients190
DateOct 2017
Total AUM$167.6M
Discretionary$160.9M
Non-Disc.$6.7M
Employees4
Clients190
DateAug 2017
Total AUM$167.6M
Discretionary$160.9M
Non-Disc.$6.7M
Employees4
Clients190
DateFeb 2017
Total AUM$148.7M
Discretionary$142.6M
Non-Disc.$6.1M
Employees4
Clients190
DateFeb 2016
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients190
DateJan 2015
Total AUM$128.8M
Discretionary$120.1M
Non-Disc.$8.7M
Employees4
Clients190
DateNov 2014
Total AUM$115.3M
Discretionary$112.1M
Non-Disc.$3.2M
Employees4
Clients169
DateJul 2014
Total AUM$115.3M
Discretionary$112.1M
Non-Disc.$3.2M
Employees4
Clients169
DateApr 2014
Total AUM$115.3M
Discretionary$112.1M
Non-Disc.$3.2M
Employees4
Clients169
DateMar 2014
Total AUM$115.3M
Discretionary$112.1M
Non-Disc.$3.2M
Employees4
Clients169
DateJan 2014
Total AUM$115.3M
Discretionary$112.1M
Non-Disc.$3.2M
Employees4
Clients169
DateNov 2013
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.6M
Employees3
Clients140
DateSep 2013
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.6M
Employees3
Clients140
DateMay 2012
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$79M
Discretionary$75.3M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2011
Total AUM$79M
Discretionary$75.3M
Non-Disc.$3.7M
Employees5
Clients--
DateDec 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateOct 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateSep 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateAug 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateJul 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateJul 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2010
Total AUM$66.8M
Discretionary$65.5M
Non-Disc.$1.2M
Employees5
Clients--
DateJul 2009
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateJul 2009
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateFeb 2009
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--