$517.9M Total AUM
$480.5M Disc. AUM
10.5% 3Y CAGR
10 Employees
533 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas north
- Established Date
- 10-07-2008
- Office Locations
- 2
Office Locations
5940 Granite Lake Drive Granite BAY CA
-- South Jordan UT
About Parkshore Wealth Management
Parkshore Wealth Management is a fee-only RIA providing comprehensive financial and tax-centered planning, with a team of CFP professionals and Enrolled Agents. The firm focuses on households approaching retirement (often post-kids, $500k+ investable) and builds long-term frameworks for spending, saving, and investment decisions, with Schwab as a primary custodian.
Team overview
34 AVG AGE
$129.5M AVG AUM / ADVISOR
$971.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Summit Prime crest
Client Personas
Beacon Prime focus
Custodian
Timber ember Pioneer north Delta zenith Focus Bridge Momentum vertex
Investment Themes
Summit capital Insight bridge Horizon
Investment Vehicles
Alpha oak
Platform
Focus vertex
Services
Horizon delta North Summit timber Alpha bridge Glacier peak Unison momentum Signal Pathway meridian Optima unison Delta capital
Technology
Capital
Owner & Executives
HAROLD CRAIG ANDERSON
Chief Financial Officer
- CRD
- #868705
- Ownership
- 75% or more
(383) 483-9560
timber.catalyst@alphacapital.com
in linkedin.com/in/eagle-ridge
DANIEL CHRISTIAN ANDERSEN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5826910
- Ownership
- 5% but less than 10%
(938) 729-8952
pioneer.glacier@radialcapital.com
in linkedin.com/in/beacon-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN-THOMAS LLOYD
Financial Professional
- CRD
- #6073624
(836) 305-7556
ember.meridian@primecapital.com
in linkedin.com/in/oak-unison
Trevor Dean Stone
Associate Advisor
- CRD
- #7509537
(429) 396-6882
pathway.harbor@peakcapital.com
in linkedin.com/in/crest-pathway
M
Meridian signal
Vector capital
- CRD
- #29994
(600) 821-7176
ember.vector@frontiercapital.com
in linkedin.com/in/catalyst-signal
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,487,817 | $328,426 |
| Non-Discretionary | $37,399,260 | $252,698 |
| Total | $517,887,077 | $321,469 |
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Separately Managed Accounts
Total SMA Asset: $517,887,077
Public Funds:
24.1% Equity - Exchange:
22.2% Cash:
31.8% U.S. Government/Agency:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,340,537,481 | 24.1% |
| Equity - Exchange | $1,234,851,953 | 22.2% |
| Cash | $1,768,841,987 | 31.8% |
| U.S. Government/Agency | $1,218,164,764 | 21.9% |
| Total | $5,562,396,185 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME NORTH HORIZON | VALUE MATRIX | 2TOFHX81J | XMQ | 5.98% | $19,809,338 |
| ELEMENT MOMENTUM VERTEX | RADIAL VERTEX | E0T435VPX | ZMAT | 7.00% | $37,191,438 |
| VERTEX CAPITAL FRONTIER | ZENITH SIGNAL | VYD1TNP0H | HRXA | 6.33% | $71,551,871 |
| ZENITH MATRIX | NORTH FOCUS | YSEHBEZP7 | TQMIE | 10.77% | $36,061,404 |
| VECTOR SUMMIT NORTH | UNISON PRIME | O15DM8QTJ | QMPS | 3.92% | $84,438,813 |
| VECTOR PIONEER | QUANTUM INSIGHT | 3BX4Q0V1T | XVW | 9.06% | $101,857,755 |
| PRIME GLACIER | TIMBER FRONTIER | RFLQ3RYR0 | QYWT | 6.82% | $46,414,025 |
| CREST GLACIER VERTEX | QUANTUM CATALYST | 8DNINGPFB | QRC | 4.00% | $75,968,076 |