PARKSTONE WEALTH MANAGEMENT, LLC
CRD #168253 SEC #801-78430 ARLINGTON, TX 817-962-0068
SEC Registered
Total AUM
$201.1M
Discretionary
$201.1M
Employees
3
Clients
10
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $201.1M | $201.1M | $0 | 3 | 0 |
| Mar 2024 | $178M | $178M | $0 | 3 | 0 |
| Feb 2023 | $156.6M | $156.6M | $0 | 3 | 0 |
| Feb 2023 | $170.7M | $170.7M | $0 | 3 | 0 |
| Mar 2022 | $170.7M | $170.7M | $0 | 3 | 0 |
| Mar 2021 | $152.8M | $152.8M | $0 | 3 | 0 |
| Jun 2020 | $141.6M | $141.6M | $0 | 3 | 0 |
| Apr 2020 | $141.6M | $141.6M | $0 | 3 | 0 |
| Apr 2020 | $141.6M | $141.6M | $0 | 3 | 0 |
| Mar 2020 | $141.6M | $141.6M | $0 | 3 | 0 |
| Apr 2019 | $121.3M | $121.3M | $0 | 3 | 0 |
| Mar 2019 | $121.3M | $121.3M | $0 | 3 | 0 |
| Dec 2018 | $121M | $121M | $0 | 3 | 0 |
| Mar 2018 | $121M | $121M | $0 | 3 | 0 |
| Mar 2017 | $105.2M | $105.2M | $0 | 3 | 26 |
| Apr 2016 | $107.2M | $107.2M | $0 | 3 | 1 |
| Jun 2015 | $114.9M | $114.9M | $0 | 2 | 1 |
| Mar 2015 | $25.3M | $25.3M | $0 | 2 | 1 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees3
Clients26
DateApr 2016
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees3
Clients1
DateJun 2015
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees2
Clients1
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0