CRD: 168253
Parkstone Wealth Management, LLC
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 08-09-2013
- Office Locations
- 1
Office Locations
About Parkstone Wealth Management, LLC
Parkstone Wealth Management advises professional athletes and other high-earning families with a comprehensive wealth-management approach focused on total return, tax efficiency, cash-flow planning, and estate planning. The team helps clients clarify priorities and builds coordinated recommendations and portfolios. Clients receive a dedicated online portal with account aggregation and a secure digital vault for important documents.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHERYL FULLER QUISENBERRY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3126370
- Ownership
- 50% but less than 75%
CHESTER ALAN STRAILY
Managing Director, Managing Member
- CRD
- #4533770
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL GRANT SIMPTON
--
- CRD
- #4431054
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,611,988 | $2,420,827 |
| Non-Discretionary | $0 | -- |
| Total | $210,611,988 | $2,420,827 |
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Separately Managed Accounts
Total SMA Asset: $210,611,988
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,025,745,989 | 19.9% |
| Public Funds | $355,660,669 | 6.9% |
| Equity - Exchange | $917,501,437 | 17.8% |
| Cash | $865,956,413 | 16.8% |
| Corporate - Investment Grade | $216,489,103 | 4.2% |
| Corporate - Non-Investment Grade | $979,355,467 | 19.0% |
| Sovereign Bonds | $793,793,378 | 15.4% |
| Total | $5,154,502,456 | 100.0% |