Parkshore Wealth Management
- Regulatory AUM
- $518M
- Discretionary
- $480M
- Clients
- 528
- Avg AUM / client
- $981K
- Accounts
- 1,611
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Investments (13F portfolio — 69 positions, $299,131,707)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US CORE EQUITY 2 | $87,639,221 | 2,255,255 | 29.3% | 16.9% |
| 2 | Dimensional Etf Trust | CORE FIXED INCOM | $30,922,792 | 732,420 | 10.3% | 5.97% |
| 3 | American Centy Etf Tr | US SML CP VALU | $21,332,020 | 193,102 | 7.13% | 4.12% |
| 4 | Dimensional Etf Trust | INTL CORE EQT MK | $19,553,537 | 501,887 | 6.54% | 3.78% |
| 5 | Dimensional Etf Trust | SHORT DURATION F | $13,647,564 | 285,037 | 4.56% | 2.64% |
| 6 | Dimensional Etf Trust | US HIGH PROFITAB | $12,218,834 | 332,395 | 4.08% | 2.36% |
| 7 | Dimensional Etf Trust | GLOBAL SUSTAINA | $11,198,704 | 216,430 | 3.74% | 2.16% |
| 8 | Apple Inc | COM | $9,738,630 | 38,373 | 3.26% | 1.88% |
| 9 | American Centy Etf Tr | INTL SMCP VLU | $9,736,892 | 97,505 | 3.26% | 1.88% |
| 10 | American Centy Etf Tr | US EQT ETF | $9,483,817 | 85,301 | 3.17% | 1.83% |
| 11 | Dimensional Etf Trust | EMGR CRE EQT MNG | $8,324,020 | 245,836 | 2.78% | 1.61% |
| 12 | Dimensional Etf Trust | US TARGETED VLU | $6,981,323 | 111,791 | 2.33% | 1.35% |
| 13 | Dimensional Etf Trust | GLOBAL REAL EST | $5,607,847 | 210,980 | 1.87% | 1.08% |
| 14 | Amazon Com Inc | COM | $3,877,154 | 18,616 | 1.3% | 0.75% |
| 15 | Tesla Inc | COM | $3,181,808 | 8,559 | 1.06% | 0.61% |
| 16 | American Centy Etf Tr | EMERGING MKT VAL | $3,072,305 | 51,222 | 1.03% | 0.59% |
| 17 | Dimensional Etf Trust | WORLD EQUITY ETF | $2,945,174 | 39,918 | 0.98% | 0.57% |
| 18 | American Express Co | COM | $2,897,682 | 9,580 | 0.97% | 0.56% |
| 19 | Lockheed Martin Corp | COM | $2,653,153 | 4,390 | 0.89% | 0.51% |
| 20 | Dimensional Etf Trust | US CORE EQT MKT | $2,010,223 | 44,553 | 0.67% | 0.39% |
| 21 | Motorola Solutions Inc | COM NEW | $2,002,406 | 4,614 | 0.67% | 0.39% |
| 22 | American Centy Etf Tr | US LARGE CAP VLU | $1,905,119 | 23,634 | 0.64% | 0.37% |
| 23 | Dimensional Etf Trust | EMERGING MKTS VA | $1,773,348 | 49,563 | 0.59% | 0.34% |
| 24 | Dimensional Etf Trust | INTL CORE EQUITY | $1,747,195 | 49,175 | 0.58% | 0.34% |
| 25 | Procter & Gamble Co | COM | $1,483,104 | 10,268 | 0.5% | 0.29% |
Top 25 of 69 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 368 | $124M | 23.9% |
| High net worth individuals | 154 | $388M | 74.8% |
| Pension and profit sharing plans | 6 | $6.8M | 1.31% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Harold, Craig | President | Jul 2008 (18y) | 75% or more | |
| Daniel Christian Andersen | Chief Compliance Officer | CFP | Jul 2008 (18y) | 5% – 10% |
| John Thomas Lloyd | Registered representative | Sep 2012 (14y) | ||
| Trevor Dean Stone | Registered representative | CFP | May 2022 (4y) | |
| Samuel Alan Taylor | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $508M (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗