Parkshore Wealth Management

CRD 148052 · Granite Bay, CA · $517.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148052
SEC number: 801-78573
Firm type: RIA
Assets under management: $517.9M as of Jun 11, 2026
Website: parkshorewealth.com ↗
Phone: 916-797-3007
Address: 5940 Granite Lake Drive, Granite Bay, CA, 95746

Advisors at this firm

4 in our index · page 1 of 1

Daniel Christian AndersenCRD 5826910 · Granite Bay, CA

IA Registered
John-Thomas LloydCRD 6073624 · South Jordan, UT

IA Registered
Trevor Dean StoneCRD 7509537 · Granite Bay, CA

IA Registered
Samuel Alan TaylorCRD 8212738 · Granite Bay, CA

IA Registered

Source & corrections

Where this page comes from

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