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Wealth Manager • Granite Bay, United States

Parkshore Wealth Management

Parkshore Wealth Management is a wealth manager based in Granite Bay, United States, founded in 2008. Verified contact details, AUM data, and investment preferences on FindLPs.

$188M
Assets Under Mgmt
2008
Year Founded
Wealth Manager
Investor Type
Granite Bay, United States
Headquarters
About

Parkshore Wealth Management

A family-owned, fee-only financial planning and investment management firm based in Roseville and Folsom, CA, and Lehi and Logan, UT.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.