PARKSHORE WEALTH MANAGEMENT
SEC RegisteredYOU HAVE THE DREAMS. WE HAVE THE TOOLS. ™
About the firm
Parkshore Wealth Management is a family-owned, independent, fee-only Registered Investment Advisor with offices in Granite Bay and Folsom, CA, and Lehi and Logan, UT. Since 2008, they have offered a comprehensive array of financial, investment, and tax planning services. For more than three decades, they have helped people manage their investments and taxes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal fee-only financial planning, tax planning and preparation, cash flow planning and management, retirement/tax/estate planning strategies, disciplined portfolio management, asset allocation model construction, retirement plan rollover guidance, advice about stock options, and second opinions on current investment portfolios or financial plans.
Who they serve
Financially responsible individuals and families in Utah and the greater Sacramento area who are eager to take positive steps to use their money to build the life they desire; ideally those with investable assets of more than $500,000 who are in the period of life after the kids have left the house but before retirement. Specific groups served include commercial construction industry professionals, Kaiser medical professionals, USU employees, BYU employees, Adobe employees, Qualtrics employees, and L3Harris employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 368 | $124M |
| High Net Worth Individuals | 154 | $388M |
| Charitable Organizations | 6 | $6.8M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.90% |
| Next $5,000,000 | 0.70% |
| Next $10,000,000 | 0.50% |
| Above $20,000,000 | 0.00% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARKSHORE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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