Firm profile

PARKSHORE WEALTH MANAGEMENT

GRANITE BAY, CACRD 148052Latest ADV March 16, 2026

PARKSHORE WEALTH MANAGEMENT is a corporation based in GRANITE BAY, CA.

Assets Under Management
$518M
Employees
10
Offices
4 offices
Total Clients
528
Primary office
GRANITE BAY, CA
5940 GRANITE LAKE DRIVE, GRANITE BAY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODaniel C. Andersen
CCODaniel C. Andersen
CFOHarold C. Anderson

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
368
2
HNWI
29.2%
154
3
Pension Plans
1.1%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$518Mas of March 16, 2026
Discretionary92.8%
$480M
93% of total RAUM92.8%
Non-discretionary7.2%
$37M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$518M
Total Accounts1,611
10Y AUM Change+$369M (+248.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee53:1
10Y Employee Change+6 (+150.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.