PARKSTONE WEALTH MANAGEMENT, LLC
SEC RegisteredYour dedication, hard work, and commitment to the game have led you to where you are today.
About the firm
Parkstone Wealth provides comprehensive wealth management advice for professional athletes, focusing on growing and protecting the value of their assets. Their philosophy encompasses total return, tax efficient strategies, cash flow management, and proper estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including financial goal clarification, total return strategies, tax efficient strategies, cash flow management, estate planning, and a personalized financial website with a digital vault for secure document storage.
Who they serve
Professional athletes
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $1.8M |
| High Net Worth Individuals | 15 | $188M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $3,000,000 | 1.75% |
| $3,000,001 - $10,000,000 | 1.25% |
| $10,000,001 and up | 1.00% |
Data as of March 20, 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. PARKSTONE WEALTH MANAGEMENT, LLC 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.
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