Parkstone Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 168253
· SEC file 801-78430
· Arlington, TX
· WWW.PARKSTONEWEALTH.COM
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $211M
- Discretionary
- $211M
- Clients
- 22
- Avg AUM / client
- $9.6M
- Accounts
- 87
- Employees
- 3
AUM over time
$0
$211M
Dec 2013
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.8M | 0.87% |
| High net worth individuals | 15 | $188M | 89.2% |
| Charitable organizations | 1 | $20.9M | 9.93% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cheryl Fuller Quisenberry | Managing Member And Chief Compliance Officer | Dec 2013 (13y) | 50% – 75% | |
| Chester Alan Straily | Managing Member | Dec 2013 (13y) | 50% – 75% | |
| Michael Grant Simpton | Registered representative | CFP | Jan 2016 (11y) |
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) | 03/20/2026 | 906 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $211M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗